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 | $6,669 | $65,365-89.8% | $92,893-92.8% | $72,985-90.9% |
| Participation rate | 67.4% | 68.3%-0.9pp | 76.0%-8.6pp | 69.5%-2.0pp |
| Annual return | 25.03% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $776 | $2,594-70.1% | $3,653-78.7% | $2,440-68.2% |
| Participant deferral / active EE | $2,046 | $3,128-34.6% | $4,236-51.7% | $3,607-43.3% |
| Admin fee / account holder | $442 | $4,251-89.6% | $5,794-92.4% | $5,124-91.4% |