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 | $3,001 | $104,974-97.1% | $95,585-96.9% | $142,382-97.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | 28.08% | 210.33%-182.3pp | 38.56%-10.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $776 | $2,779-72.1% | $2,527-69.3% | $4,299-82.0% |
| Participant deferral / active EE | $1,215 | $4,352-72.1% | $4,023-69.8% | $6,507-81.3% |
| Admin fee / account holder | $2,472 | $6,386-61.3% | $6,127-59.7% | $12,624-80.4% |