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 | $13,115 | $85,766-84.7% | $136,294-90.4% | $70,131-81.3% |
| Participation rate | 37.5% | 74.2%-36.7pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 34.04% | 31.45%+2.6pp | 5155.94%-5121.9pp | 73.14%-39.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,382 | $5,051-33.1% | $6,247-45.9% | $3,332+1.5% |
| Admin fee / account holder | $1,517 | $5,420-72.0% | $9,243-83.6% | $4,645-67.4% |