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 4-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 | $4,863 | $106,515-95.4% | $96,683-95.0% | $139,434-96.5% |
| Participation rate | 56.3% | 77.8%-21.6pp | 74.3%-18.1pp | 80.3%-24.1pp |
| Annual return | 20.93% | 38.43%-17.5pp | 35.69%-14.8pp | 372.94%-352.0pp |
| Employer contribution / active EE | $1,231 | $4,103-70.0% | $3,737-67.0% | $4,751-74.1% |
| Participant deferral / active EE | $1,503 | $5,454-72.4% | $4,878-69.2% | $6,710-77.6% |
| Admin fee / account holder | $2,593 | $7,877-67.1% | $6,730-61.5% | $11,403-77.3% |