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 | $18,386 | $162,781-88.7% | $133,956-86.3% | $158,922-88.4% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 7.86% | 41.94%-34.1pp | 45.09%-37.2pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,037 | $4,975-59.1% | $3,919-48.0% | $4,761-57.2% |
| Participant deferral / active EE | $2,771 | $5,911-53.1% | $5,048-45.1% | $5,982-53.7% |
| Admin fee / account holder | $29,888 | $11,736+154.7% | $8,927+234.8% | $11,246+165.8% |