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 | $19,482 | $67,984-71.3% | $65,493-70.3% | $74,304-73.8% |
| Participation rate | 28.0% | 66.3%-38.3pp | 73.1%-45.1pp | 60.3%-32.3pp |
| Annual return | 11.94% | 19.87%-7.9pp | 982.45%-970.5pp | 29.43%-17.5pp |
| Employer contribution / active EE | $678 | $2,491-72.8% | $2,574-73.7% | $2,241-69.8% |
| Participant deferral / active EE | $1,170 | $3,346-65.0% | $3,961-70.5% | $3,767-68.9% |
| Admin fee / account holder | $3,057 | $1,373+122.7% | $5,028-39.2% | $2,969+3.0% |