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 | $18,759 | $109,413-82.9% | $156,263-88.0% | $84,808-77.9% |
| Participation rate | 63.5% | 72.7%-9.2pp | 78.9%-15.4pp | 68.3%-4.8pp |
| Annual return | 18.03% | 20.18%-2.1pp | 59.47%-41.4pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,510 | $2,907-48.1% | $4,333-65.2% | $2,631-42.6% |
| Participant deferral / active EE | $2,512 | $4,590-45.3% | $6,158-59.2% | $4,212-40.4% |
| Admin fee / account holder | $461 | $9,357-95.1% | $14,255-96.8% | $7,344-93.7% |