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 | $19,974 | $144,119-86.1% | $117,854-83.1% | $147,584-86.5% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 17.82% | 531.15%-513.3pp | 335.08%-317.3pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,242 | $4,896-74.6% | $3,786-67.2% | $4,876-74.5% |
| Participant deferral / active EE | $2,497 | $5,316-53.0% | $4,482-44.3% | $5,439-54.1% |
| Admin fee / account holder | $10,966 | $10,886+0.7% | $8,020+36.7% | $10,885+0.7% |