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 | $23,756 | $180,449-86.8% | $154,107-84.6% | $135,375-82.5% |
| Participation rate | 56.3% | 87.4%-31.2pp | 83.0%-26.8pp | 82.6%-26.4pp |
| Annual return | 3.17% | 888.09%-884.9pp | 735.12%-732.0pp | 519.73%-516.6pp |
| Employer contribution / active EE | $1,751 | $6,035-71.0% | $5,298-66.9% | $4,779-63.4% |
| Participant deferral / active EE | $2,755 | $5,806-52.5% | $5,081-45.8% | $5,609-50.9% |
| Admin fee / account holder | $1,027 | $16,143-93.6% | $13,411-92.3% | $10,827-90.5% |