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 | $22,391 | $105,181-78.7% | $159,436-86.0% | $85,850-73.9% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.8%-17.5pp | 69.3%-4.0pp |
| Annual return | 15.53% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,103 | $3,318-36.6% | $4,829-56.5% | $2,565-18.0% |
| Participant deferral / active EE | $7,355 | $5,945+23.7% | $7,3520% | $3,952+86.1% |
| Admin fee / account holder | $3,761 | $6,933-45.8% | $10,799-65.2% | $6,260-39.9% |