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 | $27,953 | $209,832-86.7% | $189,513-85.3% | $167,490-83.3% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 11.45% | 748.27%-736.8pp | 555.15%-543.7pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,798 | $6,914-59.5% | $6,162-54.6% | $4,837-42.2% |
| Participant deferral / active EE | $8,958 | $8,935+0.3% | $8,221+9.0% | $6,341+41.3% |
| Admin fee / account holder | $12,226 | $14,293-14.5% | $12,045+1.5% | $12,309-0.7% |