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 7-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 | $2,589 | $108,172-97.6% | $77,482-96.7% | $158,922-98.4% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 2.05% | 31.67%-29.6pp | 54.79%-52.7pp | 302.83%-300.8pp |
| Employer contribution / active EE | $170 | $1,325-87.2% | $986-82.8% | $4,761-96.4% |
| Participant deferral / active EE | $273 | $2,456-88.9% | $1,861-85.3% | $5,982-95.4% |
| Admin fee / account holder | $1,357 | $3,708-63.4% | $2,858-52.5% | $11,246-87.9% |