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 | $7,544 | $48,230-84.4% | $67,502-88.8% | $80,856-90.7% |
| Participation rate | 59.3% | 66.4%-7.1pp | 72.9%-13.6pp | 67.6%-8.4pp |
| Annual return | 22.05% | 18.28%+3.8pp | 3512.12%-3490.1pp | 35.59%-13.5pp |
| Employer contribution / active EE | $729 | $2,020-63.9% | $2,731-73.3% | $2,755-73.6% |
| Participant deferral / active EE | $957 | $2,924-67.3% | $4,000-76.1% | $4,296-77.7% |
| Admin fee / account holder | $757 | $3,681-79.4% | $3,998-81.1% | $6,918-89.1% |