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 8-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 | $4,553 | $58,512-92.2% | $84,015-94.6% | $72,985-93.8% |
| Participation rate | 55.6% | 61.2%-5.7pp | 69.0%-13.5pp | 69.5%-13.9pp |
| Annual return | 35.01% | 28.93%+6.1pp | 71.31%-36.3pp | 81.00%-46.0pp |
| Employer contribution / active EE | $567 | $1,163-51.2% | $1,983-71.4% | $2,440-76.8% |
| Participant deferral / active EE | $1,336 | $2,394-44.2% | $3,239-58.8% | $3,607-63.0% |
| Admin fee / account holder | $338 | $4,569-92.6% | $6,101-94.5% | $5,124-93.4% |