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 | $17,566 | $176,377-90.0% | $134,143-86.9% | $158,922-88.9% |
| Participation rate | 26.7% | 78.7%-52.0pp | 72.2%-45.5pp | 82.0%-55.3pp |
| Annual return | 18.05% | 63.63%-45.6pp | 36.33%-18.3pp | 302.83%-284.8pp |
| Employer contribution / active EE | $436 | $5,040-91.3% | $3,704-88.2% | $4,761-90.8% |
| Participant deferral / active EE | $1,699 | $4,091-58.5% | $3,499-51.4% | $5,982-71.6% |
| Admin fee / account holder | $5,404 | $8,718-38.0% | $6,684-19.2% | $11,246-51.9% |