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 | $21,351 | $226,064-90.6% | $182,532-88.3% | $152,861-86.0% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.0%-9.2pp | 82.4%-13.7pp |
| Annual return | 22.11% | 192.51%-170.4pp | 148.54%-126.4pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,333 | $4,978-73.2% | $4,076-67.3% | $4,762-72.0% |
| Participant deferral / active EE | $3,791 | $6,368-40.5% | $5,524-31.4% | $5,850-35.2% |
| Admin fee / account holder | $312 | $10,703-97.1% | $8,592-96.4% | $11,596-97.3% |