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 | $15,041 | $162,781-90.8% | $133,956-88.8% | $158,922-90.5% |
| Participation rate | 37.5% | 83.2%-45.7pp | 79.8%-42.3pp | 82.0%-44.5pp |
| Annual return | 5.49% | 41.94%-36.4pp | 45.09%-39.6pp | 302.83%-297.3pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,616 | $5,911-55.7% | $5,048-48.2% | $5,982-56.3% |
| Admin fee / account holder | $14,759 | $11,736+25.8% | $8,927+65.3% | $11,246+31.2% |