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 | $18,790 | $82,032-77.1% | $123,104-84.7% | $59,632-68.5% |
| Participation rate | 51.9% | 83.2%-31.3pp | 86.8%-34.8pp | 68.7%-16.7pp |
| Annual return | 35.60% | 5.12%+30.5pp | 13.22%+22.4pp | 2041.28%-2005.7pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,422 | $4,667-26.7% | $6,230-45.1% | $3,192+7.2% |
| Admin fee / account holder | $547 | $5,881-90.7% | $9,015-93.9% | $4,297-87.3% |