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 | $14,612 | $107,334-86.4% | $92,893-84.3% | $152,861-90.4% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.4%-18.2pp |
| Annual return | 26.19% | 145.58%-119.4pp | 109.41%-83.2pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,588 | $4,221-62.4% | $3,653-56.5% | $4,762-66.7% |
| Participant deferral / active EE | $3,787 | $4,845-21.8% | $4,236-10.6% | $5,850-35.3% |
| Admin fee / account holder | $816 | $7,079-88.5% | $5,794-85.9% | $11,596-93.0% |