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 | $14,135 | $113,339-87.5% | $94,993-85.1% | $147,584-90.4% |
| Participation rate | 45.5% | 78.0%-32.5pp | 73.9%-28.4pp | 82.8%-37.4pp |
| Annual return | 12.21% | 20.77%-8.6pp | 27.12%-14.9pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,124 | $3,160-64.4% | $2,603-56.8% | $4,876-77.0% |
| Participant deferral / active EE | $1,326 | $3,777-64.9% | $3,317-60.0% | $5,439-75.6% |
| Admin fee / account holder | $369 | $6,063-93.9% | $4,960-92.6% | $10,885-96.6% |