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 | $15,148 | $163,101-90.7% | $136,749-88.9% | $142,382-89.4% |
| Participation rate | 57.9% | 78.2%-20.3pp | 72.1%-14.2pp | 80.1%-22.2pp |
| Annual return | 12.96% | 27.54%-14.6pp | 24.33%-11.4pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,981 | $4,117-51.9% | $3,400-41.7% | $4,299-53.9% |
| Participant deferral / active EE | $4,986 | $5,585-10.7% | $4,692+6.3% | $6,507-23.4% |
| Admin fee / account holder | $113,555 | $14,318+693.1% | $11,386+897.3% | $12,624+799.5% |