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 6-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 | $5,362 | $100,773-94.7% | $88,946-94.0% | $142,382-96.2% |
| Participation rate | 69.2% | 74.3%-5.1pp | 68.8%+0.4pp | 80.1%-10.9pp |
| Annual return | 24.32% | 70.18%-45.9pp | 57.82%-33.5pp | 217.08%-192.8pp |
| Employer contribution / active EE | $1,370 | $2,918-53.1% | $2,555-46.4% | $4,299-68.1% |
| Participant deferral / active EE | $2,169 | $5,230-58.5% | $4,581-52.7% | $6,507-66.7% |
| Admin fee / account holder | $808 | $9,693-91.7% | $8,261-90.2% | $12,624-93.6% |