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 | $12,471 | $176,377-92.9% | $134,143-90.7% | $158,922-92.2% |
| Participation rate | 62.5% | 78.7%-16.2pp | 72.2%-9.7pp | 82.0%-19.5pp |
| Annual return | 9.36% | 63.63%-54.3pp | 36.33%-27.0pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,967 | $5,040-61.0% | $3,704-46.9% | $4,761-58.7% |
| Participant deferral / active EE | $397 | $4,091-90.3% | $3,499-88.7% | $5,982-93.4% |
| Admin fee / account holder | $4,961 | $8,718-43.1% | $6,684-25.8% | $11,246-55.9% |