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 3-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 | $5,465 | $60,892-91.0% | $82,389-93.4% | $84,808-93.6% |
| Participation rate | 60.6% | 63.3%-2.6pp | 69.5%-8.9pp | 68.3%-7.7pp |
| Annual return | 21.39% | 37.29%-15.9pp | 28.67%-7.3pp | 40.90%-19.5pp |
| Employer contribution / active EE | $476 | $1,779-73.3% | $2,517-81.1% | $2,631-81.9% |
| Participant deferral / active EE | $1,244 | $3,179-60.9% | $4,155-70.1% | $4,212-70.5% |
| Admin fee / account holder | $342 | $5,467-93.7% | $7,231-95.3% | $7,344-95.3% |