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 | $18,923 | $58,694-67.8% | $142,863-86.8% | $85,850-78.0% |
| Participation rate | 57.5% | 58.5%-1.0pp | 71.9%-14.4pp | 69.3%-11.8pp |
| Annual return | 16.64% | 27.72%-11.1pp | 5637.54%-5620.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $936 | $1,423-34.2% | $4,144-77.4% | $2,565-63.5% |
| Participant deferral / active EE | $1,048 | $2,607-59.8% | $3,837-72.7% | $3,952-73.5% |
| Admin fee / account holder | $2,652 | $4,239-37.4% | $6,560-59.6% | $6,260-57.6% |