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 | $22,179 | $214,378-89.7% | $200,582-88.9% | $142,382-84.4% |
| Participation rate | 0.0% | 87.4%-87.4pp | 86.9%-86.9pp | 80.1%-80.1pp |
| Annual return | 14.31% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $27,748 | $6,841+305.6% | $6,419+332.3% | $4,299+545.4% |
| Participant deferral / active EE | $55,021 | $9,865+457.8% | $9,331+489.7% | $6,507+745.5% |
| Admin fee / account holder | $474,752 | $17,692+2583.4% | $16,305+2811.8% | $12,624+3660.8% |