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 | $10,686 | $67,606-84.2% | $82,313-87.0% | $70,131-84.8% |
| Participation rate | 42.9% | 72.8%-29.9pp | 76.9%-34.0pp | 69.5%-26.7pp |
| Annual return | 25.45% | 21.57%+3.9pp | 25.88%-0.4pp | 73.14%-47.7pp |
| Employer contribution / active EE | $726 | $1,755-58.6% | $2,428-70.1% | $2,342-69.0% |
| Participant deferral / active EE | $1,519 | $2,987-49.1% | $3,706-59.0% | $3,332-54.4% |
| Admin fee / account holder | $1,275 | $4,512-71.7% | $5,608-77.3% | $4,645-72.6% |