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 | $14,700 | $63,346-76.8% | $92,233-84.1% | $70,131-79.0% |
| Participation rate | 51.5% | 68.7%-17.2pp | 76.5%-25.0pp | 69.5%-18.0pp |
| Annual return | 16.84% | 530.12%-513.3pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $823 | $2,471-66.7% | $3,679-77.6% | $2,342-64.9% |
| Participant deferral / active EE | $1,280 | $2,854-55.2% | $3,897-67.2% | $3,332-61.6% |
| Admin fee / account holder | $1,569 | $3,840-59.1% | $5,194-69.8% | $4,645-66.2% |