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 | $10,941 | $99,020-89.0% | $86,590-87.4% | $147,584-92.6% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 23.54% | 1312.34%-1288.8pp | 964.84%-941.3pp | 578.55%-555.0pp |
| Employer contribution / active EE | $529 | $3,132-83.1% | $2,839-81.4% | $4,876-89.2% |
| Participant deferral / active EE | $2,135 | $3,972-46.3% | $3,609-40.8% | $5,439-60.7% |
| Admin fee / account holder | $15,788 | $5,710+176.5% | $4,906+221.8% | $10,885+45.0% |