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 | $16,517 | $115,770-85.7% | $101,248-83.7% | $158,922-89.6% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.8%-13.3pp | 82.0%-19.5pp |
| Annual return | 11.40% | 56.14%-44.7pp | 46.47%-35.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,240 | $4,175-70.3% | $3,660-66.1% | $4,761-74.0% |
| Participant deferral / active EE | $2,080 | $4,957-58.0% | $4,370-52.4% | $5,982-65.2% |
| Admin fee / account holder | $7,164 | $7,245-1.1% | $5,945+20.5% | $11,246-36.3% |