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 5-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 | $8,692 | $71,883-87.9% | $86,677-90.0% | $68,494-87.3% |
| Participation rate | 47.6% | 72.2%-24.6pp | 76.6%-29.0pp | 67.9%-20.3pp |
| Annual return | 37.05% | 3.52%+33.5pp | 35.91%+1.1pp | -7.84%+44.9pp |
| Employer contribution / active EE | $1,091 | $2,173-49.8% | $2,836-61.5% | $2,596-58.0% |
| Participant deferral / active EE | $2,486 | $3,779-34.2% | $4,656-46.6% | $4,027-38.3% |
| Admin fee / account holder | $708 | $6,112-88.4% | $7,493-90.6% | $5,403-86.9% |