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 | $6,881 | $117,983-94.2% | $101,794-93.2% | $142,382-95.2% |
| Participation rate | 56.3% | 74.2%-18.0pp | 69.2%-12.9pp | 80.1%-23.9pp |
| Annual return | 17.46% | 36.92%-19.5pp | 30.53%-13.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $640 | $2,773-76.9% | $2,289-72.0% | $4,299-85.1% |
| Participant deferral / active EE | $1,236 | $4,714-73.8% | $4,084-69.7% | $6,507-81.0% |
| Admin fee / account holder | $637 | $10,433-93.9% | $8,777-92.7% | $12,624-95.0% |