See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,673 | $111,724-94.9% | $93,606-93.9% | $145,922-96.1% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 15.45% | 202.98%-187.5pp | 133.20%-117.7pp | 561.29%-545.8pp |
| Employer contribution / active EE | $925 | $3,090-70.1% | $2,420-61.8% | $4,660-80.1% |
| Participant deferral / active EE | $1,928 | $4,912-60.7% | $4,411-56.3% | $6,688-71.2% |
| Admin fee / account holder | $1,700 | $10,250-83.4% | $8,285-79.5% | $13,397-87.3% |