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 | $12,900 | $100,754-87.2% | $86,677-85.1% | $134,475-90.4% |
| Participation rate | 22.2% | 78.9%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | 0.00% | 29.04%-29.0pp | 35.91%-35.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $756 | $3,489-78.3% | $2,836-73.4% | $4,740-84.1% |
| Participant deferral / active EE | $4,556 | $5,338-14.7% | $4,656-2.1% | $6,400-28.8% |
| Admin fee / account holder | $11,000 | $10,926+0.7% | $7,493+46.8% | $11,426-3.7% |