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 | $20,374 | $209,411-90.3% | $178,490-88.6% | $158,922-87.2% |
| Participation rate | 64.7% | 86.3%-21.6pp | 81.9%-17.2pp | 82.0%-17.3pp |
| Annual return | 37.56% | 188.75%-151.2pp | 151.07%-113.5pp | 302.83%-265.3pp |
| Employer contribution / active EE | $1,526 | $5,706-73.3% | $5,011-69.5% | $4,761-67.9% |
| Participant deferral / active EE | $4,082 | $5,954-31.4% | $5,202-21.5% | $5,982-31.8% |
| Admin fee / account holder | $5,851 | $17,074-65.7% | $13,984-58.2% | $11,246-48.0% |