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 | $22,710 | $155,788-85.4% | $124,672-81.8% | $167,490-86.4% |
| Participation rate | 61.9% | 81.1%-19.2pp | 74.6%-12.7pp | 82.1%-20.2pp |
| Annual return | 12.42% | 17.97%-5.6pp | 5142.93%-5130.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,141 | $4,163-72.6% | $3,324-65.7% | $4,837-76.4% |
| Participant deferral / active EE | $1,695 | $5,673-70.1% | $4,614-63.3% | $6,341-73.3% |
| Admin fee / account holder | $30,847 | $9,531+223.7% | $7,493+311.7% | $12,309+150.6% |