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 | $33,734 | $203,436-83.4% | $152,466-77.9% | $167,490-79.9% |
| Participation rate | 46.2% | 82.3%-36.2pp | 78.2%-32.0pp | 82.1%-36.0pp |
| Annual return | 14.82% | 13.80%+1.0pp | 757.33%-742.5pp | 478.56%-463.7pp |
| Employer contribution / active EE | $2,298 | $5,220-56.0% | $4,327-46.9% | $4,837-52.5% |
| Participant deferral / active EE | $4,507 | $6,716-32.9% | $5,820-22.6% | $6,341-28.9% |
| Admin fee / account holder | $13,121 | $22,506-41.7% | $15,805-17.0% | $12,309+6.6% |