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 | $13,557 | $124,185-89.1% | $108,410-87.5% | $167,490-91.9% |
| Participation rate | 69.6% | 82.3%-12.7pp | 80.1%-10.6pp | 82.1%-12.5pp |
| Annual return | 10.66% | 1379.64%-1369.0pp | 905.27%-894.6pp | 478.56%-467.9pp |
| Employer contribution / active EE | $1,202 | $4,187-71.3% | $3,558-66.2% | $4,837-75.2% |
| Participant deferral / active EE | $2,812 | $6,908-59.3% | $6,563-57.1% | $6,341-55.7% |
| Admin fee / account holder | $1,319 | $9,455-86.0% | $7,295-81.9% | $12,309-89.3% |