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 | $14,768 | $70,669-79.1% | $169,368-91.3% | $75,163-80.4% |
| Participation rate | 58.1% | 64.8%-6.7pp | 77.1%-19.1pp | 67.2%-9.1pp |
| Annual return | 20.27% | 36.36%-16.1pp | 405.60%-385.3pp | 160.62%-140.4pp |
| Employer contribution / active EE | $489 | $2,211-77.9% | $4,013-87.8% | $2,670-81.7% |
| Participant deferral / active EE | $1,721 | $4,311-60.1% | $6,221-72.3% | $4,125-58.3% |
| Admin fee / account holder | $3,256 | $5,402-39.7% | $9,003-63.8% | $5,651-42.4% |