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 | $9,579 | $86,891-89.0% | $142,449-93.3% | $75,163-87.3% |
| Participation rate | 47.7% | 68.5%-20.9pp | 76.8%-29.1pp | 67.2%-19.5pp |
| Annual return | 43.19% | 23.31%+19.9pp | 19.99%+23.2pp | 160.62%-117.4pp |
| Employer contribution / active EE | $1,570 | $3,355-53.2% | $4,847-67.6% | $2,670-41.2% |
| Participant deferral / active EE | $2,815 | $4,938-43.0% | $6,283-55.2% | $4,125-31.8% |
| Admin fee / account holder | $408 | $7,299-94.4% | $10,011-95.9% | $5,651-92.8% |