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 | $20,413 | $93,571-78.2% | $135,903-85.0% | $75,163-72.8% |
| Participation rate | 52.1% | 75.2%-23.1pp | 81.9%-29.8pp | 67.2%-15.1pp |
| Annual return | 49.91% | 30.90%+19.0pp | 68.23%-18.3pp | 160.62%-110.7pp |
| Employer contribution / active EE | $1,546 | $3,537-56.3% | $4,856-68.2% | $2,670-42.1% |
| Participant deferral / active EE | $3,094 | $6,404-51.7% | $7,758-60.1% | $4,125-25.0% |
| Admin fee / account holder | $2,327 | $6,975-66.6% | $10,762-78.4% | $5,651-58.8% |