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 | $18,108 | $99,652-81.8% | $78,778-77.0% | $147,584-87.7% |
| Participation rate | 41.2% | 76.2%-35.1pp | 69.2%-28.0pp | 82.8%-41.7pp |
| Annual return | 11.70% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $485 | $2,796-82.6% | $1,986-75.6% | $4,876-90.0% |
| Participant deferral / active EE | $1,451 | $3,664-60.4% | $2,958-50.9% | $5,439-73.3% |
| Admin fee / account holder | $2,401 | $7,155-66.4% | $5,134-53.2% | $10,885-77.9% |