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 | $5,423 | $74,927-92.8% | $101,794-94.7% | $84,808-93.6% |
| Participation rate | 63.3% | 61.4%+1.9pp | 69.2%-5.9pp | 68.3%-5.0pp |
| Annual return | 23.44% | 18.70%+4.7pp | 30.53%-7.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $928 | $1,522-39.1% | $2,289-59.5% | $2,631-64.7% |
| Participant deferral / active EE | $1,852 | $3,099-40.2% | $4,084-54.7% | $4,212-56.0% |
| Admin fee / account holder | $7,219 | $6,514+10.8% | $8,777-17.7% | $7,344-1.7% |