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 8-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 | $8,544 | $58,512-85.4% | $84,015-89.8% | $72,985-88.3% |
| Participation rate | 25.3% | 61.2%-35.9pp | 69.0%-43.7pp | 69.5%-44.2pp |
| Annual return | 29.60% | 28.93%+0.7pp | 71.31%-41.7pp | 81.00%-51.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,181 | $2,394-50.7% | $3,239-63.5% | $3,607-67.3% |
| Admin fee / account holder | $409 | $4,569-91.0% | $6,101-93.3% | $5,124-92.0% |