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 | $7,911 | $107,934-92.7% | $91,989-91.4% | $152,861-94.8% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.4%-15.8pp |
| Annual return | 26.33% | 89.24%-62.9pp | 69.02%-42.7pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,869 | $4,210-55.6% | $3,452-45.9% | $4,762-60.8% |
| Participant deferral / active EE | $3,109 | $6,364-51.1% | $5,923-47.5% | $5,850-46.9% |
| Admin fee / account holder | $4,378 | $10,520-58.4% | $7,743-43.5% | $11,596-62.2% |