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 | $16,620 | $117,841-85.9% | $102,423-83.8% | $145,922-88.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 18.98% | 31.65%-12.7pp | 29.32%-10.3pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,082 | $3,615-70.1% | $3,023-64.2% | $4,660-76.8% |
| Participant deferral / active EE | $4,870 | $5,731-15.0% | $5,053-3.6% | $6,688-27.2% |
| Admin fee / account holder | $1,332 | $13,326-90.0% | $9,451-85.9% | $13,397-90.1% |