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 | $17,826 | $85,766-79.2% | $136,294-86.9% | $70,131-74.6% |
| Participation rate | 23.1% | 74.2%-51.1pp | 81.9%-58.8pp | 69.5%-46.5pp |
| Annual return | 17.89% | 31.45%-13.6pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $752 | $2,966-74.6% | $4,695-84.0% | $2,342-67.9% |
| Participant deferral / active EE | $5,075 | $5,051+0.5% | $6,247-18.8% | $3,332+52.3% |
| Admin fee / account holder | $2,583 | $5,420-52.3% | $9,243-72.1% | $4,645-44.4% |