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 | $20,750 | $78,705-73.6% | $117,854-82.4% | $70,131-70.4% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 16.30% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,000 | $2,223-55.0% | $3,786-73.6% | $2,342-57.3% |
| Participant deferral / active EE | $1,546 | $3,297-53.1% | $4,482-65.5% | $3,332-53.6% |
| Admin fee / account holder | $2,073 | $5,065-59.1% | $8,020-74.2% | $4,645-55.4% |