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 | $14,130 | $165,912-91.5% | $122,332-88.4% | $147,584-90.4% |
| Participation rate | 54.2% | 79.6%-25.4pp | 71.6%-17.5pp | 82.8%-28.7pp |
| Annual return | 11.76% | 34.55%-22.8pp | 30.27%-18.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $444 | $5,754-92.3% | $4,050-89.0% | $4,876-90.9% |
| Participant deferral / active EE | $983 | $4,005-75.5% | $3,287-70.1% | $5,439-81.9% |
| Admin fee / account holder | $1,844 | $7,424-75.2% | $5,478-66.3% | $10,885-83.1% |