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 4-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 | $8,639 | $81,460-89.4% | $103,333-91.6% | $80,856-89.3% |
| Participation rate | 46.4% | 66.8%-20.4pp | 74.5%-28.1pp | 67.6%-21.2pp |
| Annual return | 13.40% | 25.55%-12.1pp | 24.88%-11.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $925 | $3,105-70.2% | $3,868-76.1% | $2,755-66.4% |
| Participant deferral / active EE | $1,717 | $3,869-55.6% | $5,057-66.0% | $4,296-60.0% |
| Admin fee / account holder | $1,436 | $6,566-78.1% | $8,355-82.8% | $6,918-79.2% |