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 8-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 | $11,903 | $112,096-89.4% | $95,952-87.6% | $158,922-92.5% |
| Participation rate | 18.8% | 79.0%-60.2pp | 77.1%-58.3pp | 82.0%-63.2pp |
| Annual return | 14.47% | 171.09%-156.6pp | 91.61%-77.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $723 | $3,198-77.4% | $2,541-71.6% | $4,761-84.8% |
| Participant deferral / active EE | $1,586 | $4,784-66.8% | $4,167-61.9% | $5,982-73.5% |
| Admin fee / account holder | $1,122 | $10,130-88.9% | $6,795-83.5% | $11,246-90.0% |