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 | $23,787 | $198,466-88.0% | $170,442-86.0% | $147,584-83.9% |
| Participation rate | 30.8% | 88.0%-57.2pp | 83.6%-52.8pp | 82.8%-52.1pp |
| Annual return | 22.51% | 257.29%-234.8pp | 205.93%-183.4pp | 578.55%-556.0pp |
| Employer contribution / active EE | $1,616 | $6,184-73.9% | $5,433-70.3% | $4,876-66.9% |
| Participant deferral / active EE | $2,709 | $5,629-51.9% | $4,939-45.2% | $5,439-50.2% |
| Admin fee / account holder | $5,088 | $16,852-69.8% | $13,880-63.3% | $10,885-53.3% |