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 | $5,300 | $61,272-91.3% | $149,673-96.5% | $71,457-92.6% |
| Participation rate | 42.0% | 62.5%-20.5pp | 78.8%-36.8pp | 67.9%-25.9pp |
| Annual return | 27.03% | 35.85%-8.8pp | 134.42%-107.4pp | 28.85%-1.8pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,218 | $2,917-58.3% | $5,680-78.6% | $4,289-71.6% |
| Admin fee / account holder | $717 | $1,261-43.1% | $13,210-94.6% | $1,587-54.8% |