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 | $15,521 | $107,334-85.5% | $92,893-83.3% | $152,861-89.8% |
| Participation rate | 38.9% | 79.8%-40.9pp | 76.0%-37.1pp | 82.4%-43.6pp |
| Annual return | 32.85% | 145.58%-112.7pp | 109.41%-76.6pp | 345.32%-312.5pp |
| Employer contribution / active EE | $1,251 | $4,221-70.4% | $3,653-65.7% | $4,762-73.7% |
| Participant deferral / active EE | $1,946 | $4,845-59.8% | $4,236-54.1% | $5,850-66.7% |
| Admin fee / account holder | $474 | $7,079-93.3% | $5,794-91.8% | $11,596-95.9% |