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 9-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 | $7,248 | $48,046-84.9% | $84,611-91.4% | $72,985-90.1% |
| Participation rate | 50.9% | 57.6%-6.7pp | 68.2%-17.3pp | 69.5%-18.6pp |
| Annual return | 38.09% | 37.38%+0.7pp | 258.74%-220.7pp | 81.00%-42.9pp |
| Employer contribution / active EE | $294 | $1,602-81.6% | $2,652-88.9% | $2,440-87.9% |
| Participant deferral / active EE | $1,792 | $2,680-33.1% | $3,899-54.0% | $3,607-50.3% |
| Admin fee / account holder | $799 | $3,395-76.5% | $4,912-83.7% | $5,124-84.4% |