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 | $12,050 | $81,208-85.2% | $98,907-87.8% | $79,858-84.9% |
| Participation rate | 63.6% | 72.5%-8.9pp | 76.0%-12.4pp | 69.6%-6.0pp |
| Annual return | 25.51% | 60.99%-35.5pp | 196.43%-170.9pp | 31.71%-6.2pp |
| Employer contribution / active EE | $665 | $1,960-66.1% | $2,689-75.3% | $2,471-73.1% |
| Participant deferral / active EE | $1,786 | $3,265-45.3% | $4,244-57.9% | $3,740-52.2% |
| Admin fee / account holder | $1,371 | $6,013-77.2% | $6,642-79.4% | $5,306-74.2% |