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 | $22,108 | $162,781-86.4% | $133,956-83.5% | $158,922-86.1% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 11.82% | 41.94%-30.1pp | 45.09%-33.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,474 | $4,975-70.4% | $3,919-62.4% | $4,761-69.0% |
| Participant deferral / active EE | $3,944 | $5,911-33.3% | $5,048-21.9% | $5,982-34.1% |
| Admin fee / account holder | $1,268 | $11,736-89.2% | $8,927-85.8% | $11,246-88.7% |