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 | $14,515 | $107,334-86.5% | $92,893-84.4% | $152,861-90.5% |
| Participation rate | 30.8% | 79.8%-49.0pp | 76.0%-45.2pp | 82.4%-51.7pp |
| Annual return | 27.30% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,663 | $4,221-60.6% | $3,653-54.5% | $4,762-65.1% |
| Participant deferral / active EE | $2,724 | $4,845-43.8% | $4,236-35.7% | $5,850-53.4% |
| Admin fee / account holder | $1,502 | $7,079-78.8% | $5,794-74.1% | $11,596-87.1% |