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 | $30,223 | $209,411-85.6% | $178,490-83.1% | $158,922-81.0% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 7.86% | 188.75%-180.9pp | 151.07%-143.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,185 | $5,706-61.7% | $5,011-56.4% | $4,761-54.1% |
| Participant deferral / active EE | $6,095 | $5,954+2.4% | $5,202+17.2% | $5,982+1.9% |
| Admin fee / account holder | $13,269 | $17,074-22.3% | $13,984-5.1% | $11,246+18.0% |