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 7-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 | $14,564 | $121,625-88.0% | $104,607-86.1% | $158,922-90.8% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 23.12% | 465.26%-442.1pp | 340.46%-317.3pp | 302.83%-279.7pp |
| Employer contribution / active EE | $974 | $3,163-69.2% | $2,681-63.7% | $4,761-79.5% |
| Participant deferral / active EE | $1,980 | $4,177-52.6% | $3,740-47.1% | $5,982-66.9% |
| Admin fee / account holder | $3,359 | $7,787-56.9% | $6,473-48.1% | $11,246-70.1% |