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 3-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 | $7,696 | $77,899-90.1% | $149,673-94.9% | $75,163-89.8% |
| Participation rate | 52.8% | 65.6%-12.8pp | 78.8%-26.0pp | 67.2%-14.4pp |
| Annual return | 25.82% | 31.72%-5.9pp | 134.42%-108.6pp | 160.62%-134.8pp |
| Employer contribution / active EE | $766 | $3,137-75.6% | $4,818-84.1% | $2,670-71.3% |
| Participant deferral / active EE | $2,695 | $3,411-21.0% | $5,680-52.6% | $4,125-34.7% |
| Admin fee / account holder | $1,735 | $5,956-70.9% | $13,210-86.9% | $5,651-69.3% |