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 | $16,284 | $228,332-92.9% | $185,823-91.2% | $158,922-89.8% |
| Participation rate | 60.0% | 82.3%-22.3pp | 78.0%-18.0pp | 82.0%-22.0pp |
| Annual return | 23.28% | 40.80%-17.5pp | 35.95%-12.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $11,400 | $4,967+129.5% | $4,087+178.9% | $4,761+139.4% |
| Participant deferral / active EE | $2,963 | $6,415-53.8% | $5,632-47.4% | $5,982-50.5% |
| Admin fee / account holder | $42,969 | $11,864+262.2% | $9,500+352.3% | $11,246+282.1% |