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 | $23,193 | $167,484-86.2% | $151,611-84.7% | $134,475-82.8% |
| Participation rate | 52.9% | 88.4%-35.4pp | 87.5%-34.6pp | 81.2%-28.3pp |
| Annual return | 101.40% | 7.80%+93.6pp | 3.33%+98.1pp | 417.96%-316.6pp |
| Employer contribution / active EE | $2,429 | $6,829-64.4% | $6,166-60.6% | $4,740-48.7% |
| Participant deferral / active EE | $4,604 | $8,986-48.8% | $8,363-45.0% | $6,400-28.1% |
| Admin fee / account holder | $952 | $13,783-93.1% | $11,616-91.8% | $11,426-91.7% |