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 | $25,161 | $144,119-82.5% | $117,854-78.7% | $147,584-83.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 10.51% | 531.15%-520.6pp | 335.08%-324.6pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,791 | $4,896-63.4% | $3,786-52.7% | $4,876-63.3% |
| Participant deferral / active EE | $3,860 | $5,316-27.4% | $4,482-13.9% | $5,439-29.0% |
| Admin fee / account holder | $2,375 | $10,886-78.2% | $8,020-70.4% | $10,885-78.2% |