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 | $20,203 | $197,591-89.8% | $177,821-88.6% | $158,922-87.3% |
| Participation rate | 56.5% | 88.5%-32.0pp | 87.7%-31.2pp | 82.0%-25.4pp |
| Annual return | 11.85% | 58.76%-46.9pp | 48.32%-36.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,558 | $6,697-76.7% | $5,918-73.7% | $4,761-67.3% |
| Participant deferral / active EE | $3,630 | $8,405-56.8% | $7,714-52.9% | $5,982-39.3% |
| Admin fee / account holder | $29,411 | $15,399+91.0% | $12,427+136.7% | $11,246+161.5% |