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 9-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 | $20,684 | $70,428-70.6% | $96,562-78.6% | $85,850-75.9% |
| Participation rate | 63.2% | 61.8%+1.4pp | 69.8%-6.7pp | 69.3%-6.2pp |
| Annual return | 15.94% | 18.59%-2.6pp | 37.78%-21.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $726 | $1,413-48.6% | $2,356-69.2% | $2,565-71.7% |
| Participant deferral / active EE | $3,280 | $2,894+13.4% | $3,849-14.8% | $3,952-17.0% |
| Admin fee / account holder | $4,277 | $4,997-14.4% | $6,181-30.8% | $6,260-31.7% |