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 | $37,628 | $137,414-72.6% | $189,513-80.1% | $85,850-56.2% |
| Participation rate | 67.4% | 84.6%-17.2pp | 87.8%-20.4pp | 69.3%-1.9pp |
| Annual return | 14.64% | 38.14%-23.5pp | 555.15%-540.5pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,942 | $4,344-55.3% | $6,162-68.5% | $2,565-24.3% |
| Participant deferral / active EE | $3,514 | $6,260-43.9% | $8,221-57.3% | $3,952-11.1% |
| Admin fee / account holder | $9,513 | $8,630+10.2% | $12,045-21.0% | $6,260+52.0% |