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 | $7,158 | $64,480-88.9% | $81,382-91.2% | $80,856-91.1% |
| Participation rate | 47.1% | 63.9%-16.7pp | 69.5%-22.4pp | 67.6%-20.5pp |
| Annual return | 12.90% | 16.34%-3.4pp | 24.73%-11.8pp | 35.59%-22.7pp |
| Employer contribution / active EE | $836 | $1,978-57.8% | $2,463-66.1% | $2,755-69.7% |
| Participant deferral / active EE | $1,066 | $3,094-65.5% | $3,883-72.5% | $4,296-75.2% |
| Admin fee / account holder | $423 | $5,671-92.5% | $5,768-92.7% | $6,918-93.9% |