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 | $10,948 | $103,376-89.4% | $87,100-87.4% | $152,861-92.8% |
| Participation rate | 58.8% | 79.3%-20.5pp | 76.9%-18.0pp | 82.4%-23.6pp |
| Annual return | 51.19% | 28.10%+23.1pp | 28.19%+23.0pp | 345.32%-294.1pp |
| Employer contribution / active EE | $1,836 | $3,220-43.0% | $2,521-27.2% | $4,762-61.4% |
| Participant deferral / active EE | $3,287 | $4,778-31.2% | $4,049-18.8% | $5,850-43.8% |
| Admin fee / account holder | $707 | $12,205-94.2% | $7,497-90.6% | $11,596-93.9% |