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 | $17,217 | $106,890-83.9% | $84,015-79.5% | $152,861-88.7% |
| Participation rate | 52.4% | 75.2%-22.9pp | 69.0%-16.6pp | 82.4%-30.1pp |
| Annual return | 10.60% | 104.99%-94.4pp | 71.31%-60.7pp | 345.32%-334.7pp |
| Employer contribution / active EE | $1,408 | $2,734-48.5% | $1,983-29.0% | $4,762-70.4% |
| Participant deferral / active EE | $2,167 | $4,011-46.0% | $3,239-33.1% | $5,850-63.0% |
| Admin fee / account holder | $1,535 | $8,285-81.5% | $6,101-74.8% | $11,596-86.8% |