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 7-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 | $7,872 | $72,492-89.1% | $87,100-91.0% | $72,985-89.2% |
| Participation rate | 68.3% | 72.8%-4.5pp | 76.9%-8.6pp | 69.5%-1.2pp |
| Annual return | 54.39% | 24.46%+29.9pp | 28.19%+26.2pp | 81.00%-26.6pp |
| Employer contribution / active EE | $643 | $1,894-66.0% | $2,521-74.5% | $2,440-73.6% |
| Participant deferral / active EE | $2,523 | $3,270-22.8% | $4,049-37.7% | $3,607-30.1% |
| Admin fee / account holder | $448 | $5,055-91.1% | $7,497-94.0% | $5,124-91.3% |