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 | $19,915 | $165,912-88.0% | $122,332-83.7% | $147,584-86.5% |
| Participation rate | 60.0% | 79.6%-19.6pp | 71.6%-11.6pp | 82.8%-22.8pp |
| Annual return | 9.33% | 34.55%-25.2pp | 30.27%-20.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,119 | $5,754-80.6% | $4,050-72.4% | $4,876-77.0% |
| Participant deferral / active EE | $1,366 | $4,005-65.9% | $3,287-58.4% | $5,439-74.9% |
| Admin fee / account holder | $973 | $7,424-86.9% | $5,478-82.2% | $10,885-91.1% |