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 | $21,568 | $165,335-87.0% | $149,696-85.6% | $158,922-86.4% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 71.41% | 348.15%-276.7pp | 276.60%-205.2pp | 302.83%-231.4pp |
| Employer contribution / active EE | $2,103 | $5,103-58.8% | $4,644-54.7% | $4,761-55.8% |
| Participant deferral / active EE | $2,967 | $7,181-58.7% | $6,842-56.6% | $5,982-50.4% |
| Admin fee / account holder | $5,220 | $10,807-51.7% | $9,309-43.9% | $11,246-53.6% |