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 | $14,758 | $232,540-93.7% | $185,117-92.0% | $147,584-90.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 19.12% | 43.03%-23.9pp | 40.50%-21.4pp | 578.55%-559.4pp |
| Employer contribution / active EE | $585 | $5,195-88.7% | $4,182-86.0% | $4,876-88.0% |
| Participant deferral / active EE | $954 | $5,834-83.6% | $5,045-81.1% | $5,439-82.5% |
| Admin fee / account holder | $775 | $10,275-92.5% | $8,159-90.5% | $10,885-92.9% |