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 | $7,239 | $72,277-90.0% | $101,248-92.9% | $79,858-90.9% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 41.71% | 22.30%+19.4pp | 46.47%-4.8pp | 31.71%+10.0pp |
| Employer contribution / active EE | $882 | $2,692-67.2% | $3,660-75.9% | $2,471-64.3% |
| Participant deferral / active EE | $1,820 | $3,282-44.5% | $4,370-58.4% | $3,740-51.3% |
| Admin fee / account holder | $381 | $4,400-91.3% | $5,945-93.6% | $5,306-92.8% |