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 3-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 | $4,186 | $99,918-95.8% | $81,382-94.9% | $145,922-97.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.5%-2.8pp | 80.3%-13.6pp |
| Annual return | 18.96% | 34.32%-15.4pp | 24.73%-5.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $1,650 | $2,978-44.6% | $2,463-33.0% | $4,660-64.6% |
| Participant deferral / active EE | $2,021 | $4,605-56.1% | $3,883-48.0% | $6,688-69.8% |
| Admin fee / account holder | $996 | $8,212-87.9% | $5,768-82.7% | $13,397-92.6% |