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 | $10,133 | $232,540-95.6% | $185,117-94.5% | $147,584-93.1% |
| Participation rate | 44.4% | 82.4%-37.9pp | 77.3%-32.8pp | 82.8%-38.4pp |
| Annual return | 18.83% | 43.03%-24.2pp | 40.50%-21.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $741 | $5,195-85.7% | $4,182-82.3% | $4,876-84.8% |
| Participant deferral / active EE | $1,299 | $5,834-77.7% | $5,045-74.3% | $5,439-76.1% |
| Admin fee / account holder | $3,174 | $10,275-69.1% | $8,159-61.1% | $10,885-70.8% |