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 | $21,622 | $226,064-90.4% | $182,532-88.2% | $152,861-85.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.4%-15.8pp |
| Annual return | 31.75% | 192.51%-160.8pp | 148.54%-116.8pp | 345.32%-313.6pp |
| Employer contribution / active EE | $1,944 | $4,978-61.0% | $4,076-52.3% | $4,762-59.2% |
| Participant deferral / active EE | $2,718 | $6,368-57.3% | $5,524-50.8% | $5,850-53.5% |
| Admin fee / account holder | $3,090 | $10,703-71.1% | $8,592-64.0% | $11,596-73.4% |