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 3-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 | $3,045 | $110,261-97.2% | $95,745-96.8% | $139,434-97.8% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 50.24% | 27.11%+23.1pp | 28.35%+21.9pp | 372.94%-322.7pp |
| Employer contribution / active EE | $691 | $3,257-78.8% | $2,835-75.6% | $4,751-85.5% |
| Participant deferral / active EE | $1,325 | $4,676-71.7% | $4,245-68.8% | $6,710-80.3% |
| Admin fee / account holder | $568 | $6,613-91.4% | $5,678-90.0% | $11,403-95.0% |