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 | $15,560 | $63,355-75.4% | $91,989-83.1% | $72,985-78.7% |
| Participation rate | 44.1% | 72.5%-28.4pp | 78.6%-34.5pp | 69.5%-25.4pp |
| Annual return | 55.72% | 35.35%+20.4pp | 69.02%-13.3pp | 81.00%-25.3pp |
| Employer contribution / active EE | $1,531 | $2,116-27.7% | $3,452-55.7% | $2,440-37.3% |
| Participant deferral / active EE | $3,164 | $4,883-35.2% | $5,923-46.6% | $3,607-12.3% |
| Admin fee / account holder | $365 | $4,668-92.2% | $7,743-95.3% | $5,124-92.9% |