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 6-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 | $11,213 | $58,879-81.0% | $178,490-93.7% | $73,488-84.7% |
| Participation rate | 35.8% | 66.2%-30.4pp | 81.9%-46.1pp | 70.7%-34.9pp |
| Annual return | 26.31% | 24.86%+1.4pp | 151.07%-124.8pp | 28.51%-2.2pp |
| Employer contribution / active EE | $492 | $2,236-78.0% | $5,011-90.2% | $2,270-78.3% |
| Participant deferral / active EE | $1,596 | $2,567-37.8% | $5,202-69.3% | $3,740-57.3% |
| Admin fee / account holder | $1,209 | $400+202.1% | $13,984-91.4% | $513+135.7% |