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 | $10,554 | $73,933-85.7% | $96,683-89.1% | $75,163-86.0% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 43.78% | 26.70%+17.1pp | 35.69%+8.1pp | 160.62%-116.8pp |
| Employer contribution / active EE | $1,169 | $2,928-60.1% | $3,737-68.7% | $2,670-56.2% |
| Participant deferral / active EE | $1,641 | $3,659-55.2% | $4,878-66.4% | $4,125-60.2% |
| Admin fee / account holder | $1,840 | $5,216-64.7% | $6,730-72.7% | $5,651-67.4% |