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 | $25,087 | $152,587-83.6% | $125,175-80.0% | $152,861-83.6% |
| Participation rate | 39.1% | 83.3%-44.2pp | 79.8%-40.7pp | 82.4%-43.3pp |
| Annual return | 30.62% | 54.84%-24.2pp | 43.79%-13.2pp | 345.32%-314.7pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,618 | $5,868-55.4% | $4,937-47.0% | $5,850-55.2% |
| Admin fee / account holder | $3,118 | $13,434-76.8% | $9,702-67.9% | $11,596-73.1% |