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 | $10,783 | $73,515-85.3% | $62,995-82.9% | $147,584-92.7% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 14.28% | 175.43%-161.1pp | 87.57%-73.3pp | 578.55%-564.3pp |
| Employer contribution / active EE | $910 | $3,320-72.6% | $2,759-67.0% | $4,876-81.3% |
| Participant deferral / active EE | $1,405 | $4,185-66.4% | $3,329-57.8% | $5,439-74.2% |
| Admin fee / account holder | $747 | $5,953-87.5% | $3,600-79.3% | $10,885-93.1% |