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 | $13,696 | $118,680-88.5% | $98,907-86.2% | $158,922-91.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 76.0%-26.0pp | 82.0%-32.0pp |
| Annual return | 12.10% | 372.35%-360.3pp | 196.43%-184.3pp | 302.83%-290.7pp |
| Employer contribution / active EE | $3,868 | $3,333+16.1% | $2,689+43.9% | $4,761-18.8% |
| Participant deferral / active EE | $5,640 | $5,088+10.9% | $4,244+32.9% | $5,982-5.7% |
| Admin fee / account holder | $5,337 | $10,131-47.3% | $6,642-19.6% | $11,246-52.5% |