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 | $18,815 | $176,662-89.3% | $130,648-85.6% | $152,861-87.7% |
| Participation rate | 52.9% | 79.0%-26.0pp | 71.7%-18.8pp | 82.4%-29.5pp |
| Annual return | 10.46% | 2692.24%-2681.8pp | 1708.96%-1698.5pp | 345.32%-334.9pp |
| Employer contribution / active EE | $431 | $5,742-92.5% | $4,092-89.5% | $4,762-90.9% |
| Participant deferral / active EE | $949 | $4,361-78.2% | $3,603-73.6% | $5,850-83.8% |
| Admin fee / account holder | $712 | $7,133-90.0% | $5,464-87.0% | $11,596-93.9% |