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 | $11,758 | $52,580-77.6% | $71,671-83.6% | $70,131-83.2% |
| Participation rate | 61.9% | 60.9%+1.0pp | 68.7%-6.9pp | 69.5%-7.7pp |
| Annual return | 57.46% | 20.25%+37.2pp | 20.65%+36.8pp | 73.14%-15.7pp |
| Employer contribution / active EE | $1,707 | $1,616+5.7% | $2,460-30.6% | $2,342-27.1% |
| Participant deferral / active EE | $988 | $2,386-58.6% | $3,438-71.3% | $3,332-70.4% |
| Admin fee / account holder | $2,608 | $3,653-28.6% | $5,558-53.1% | $4,645-43.9% |