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 | $27,734 | $183,963-84.9% | $162,163-82.9% | $152,861-81.9% |
| Participation rate | 41.7% | 88.5%-46.8pp | 87.6%-45.9pp | 82.4%-40.8pp |
| Annual return | 26.35% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,791 | $6,371-71.9% | $5,614-68.1% | $4,762-62.4% |
| Participant deferral / active EE | $3,114 | $8,034-61.2% | $7,298-57.3% | $5,850-46.8% |
| Admin fee / account holder | $4,156 | $13,121-68.3% | $10,843-61.7% | $11,596-64.2% |