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 5-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 | $10,243 | $111,724-90.8% | $93,606-89.1% | $145,922-93.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 11.92% | 202.98%-191.1pp | 133.20%-121.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $775 | $3,090-74.9% | $2,420-68.0% | $4,660-83.4% |
| Participant deferral / active EE | $1,842 | $4,912-62.5% | $4,411-58.2% | $6,688-72.5% |
| Admin fee / account holder | $335 | $10,250-96.7% | $8,285-96.0% | $13,397-97.5% |