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 | $13,243 | $106,890-87.6% | $84,015-84.2% | $152,861-91.3% |
| Participation rate | 46.2% | 75.2%-29.1pp | 69.0%-22.9pp | 82.4%-36.3pp |
| Annual return | 17.29% | 104.99%-87.7pp | 71.31%-54.0pp | 345.32%-328.0pp |
| Employer contribution / active EE | $994 | $2,734-63.7% | $1,983-49.9% | $4,762-79.1% |
| Participant deferral / active EE | $2,628 | $4,011-34.5% | $3,239-18.8% | $5,850-55.1% |
| Admin fee / account holder | $3,466 | $8,285-58.2% | $6,101-43.2% | $11,596-70.1% |