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 | $35,210 | $88,083-60.0% | $164,813-78.6% | $74,495-52.7% |
| Participation rate | 47.1% | 73.0%-26.0pp | 78.6%-31.5pp | 67.2%-20.1pp |
| Annual return | 20.47% | 17.26%+3.2pp | 69.93%-49.5pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $2,916 | $2,593+12.5% | $4,341-32.8% | $2,623+11.2% |
| Participant deferral / active EE | $5,029 | $4,498+11.8% | $6,031-16.6% | $4,346+15.7% |
| Admin fee / account holder | $36,929 | $2,234+1553.3% | $12,690+191.0% | $1,942+1801.9% |