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 | $14,828 | $56,199-73.6% | $67,652-78.1% | $59,632-75.1% |
| Participation rate | 61.0% | 71.5%-10.4pp | 75.7%-14.6pp | 68.7%-7.7pp |
| Annual return | 120.07% | 18505.31%-18385.2pp | 6625.04%-6505.0pp | 2041.28%-1921.2pp |
| Employer contribution / active EE | $971 | $1,614-39.9% | $2,266-57.2% | $2,203-55.9% |
| Participant deferral / active EE | $1,853 | $2,844-34.8% | $3,560-47.9% | $3,192-41.9% |
| Admin fee / account holder | $1,045 | $3,958-73.6% | $4,821-78.3% | $4,297-75.7% |