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 | $14,022 | $117,841-88.1% | $102,423-86.3% | $145,922-90.4% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | 20.20% | 31.65%-11.5pp | 29.32%-9.1pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,681 | $3,615-53.5% | $3,023-44.4% | $4,660-63.9% |
| Participant deferral / active EE | $5,341 | $5,731-6.8% | $5,053+5.7% | $6,688-20.1% |
| Admin fee / account holder | $99,960 | $13,326+650.1% | $9,451+957.7% | $13,397+646.1% |