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 | $19,797 | $112,096-82.3% | $95,952-79.4% | $158,922-87.5% |
| Participation rate | 59.1% | 79.0%-19.9pp | 77.1%-18.0pp | 82.0%-22.9pp |
| Annual return | 30.60% | 171.09%-140.5pp | 91.61%-61.0pp | 302.83%-272.2pp |
| Employer contribution / active EE | $945 | $3,198-70.5% | $2,541-62.8% | $4,761-80.2% |
| Participant deferral / active EE | $1,892 | $4,784-60.4% | $4,167-54.6% | $5,982-68.4% |
| Admin fee / account holder | $533 | $10,130-94.7% | $6,795-92.2% | $11,246-95.3% |