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 | $19,985 | $93,373-78.6% | $152,466-86.9% | $85,850-76.7% |
| Participation rate | 57.0% | 70.1%-13.1pp | 78.2%-21.2pp | 69.3%-12.3pp |
| Annual return | 11.83% | 21.84%-10.0pp | 757.33%-745.5pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,287 | $2,996-57.0% | $4,327-70.3% | $2,565-49.8% |
| Participant deferral / active EE | $2,136 | $4,550-53.1% | $5,820-63.3% | $3,952-45.9% |
| Admin fee / account holder | $2,094 | $13,853-84.9% | $15,805-86.7% | $6,260-66.5% |