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 | $19,327 | $227,553-91.5% | $189,557-89.8% | $167,490-88.5% |
| Participation rate | 58.3% | 82.5%-24.2pp | 78.4%-20.1pp | 82.1%-23.8pp |
| Annual return | 16.19% | 78.40%-62.2pp | 64.17%-48.0pp | 478.56%-462.4pp |
| Employer contribution / active EE | $698 | $5,316-86.9% | $4,412-84.2% | $4,837-85.6% |
| Participant deferral / active EE | $1,407 | $7,002-79.9% | $6,174-77.2% | $6,341-77.8% |
| Admin fee / account holder | $5,494 | $11,878-53.7% | $9,807-44.0% | $12,309-55.4% |