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 | $6,463 | $71,883-91.0% | $86,677-92.5% | $68,494-90.6% |
| Participation rate | 61.3% | 72.2%-10.9pp | 76.6%-15.2pp | 67.9%-6.6pp |
| Annual return | 0.00% | 3.52%-3.5pp | 35.91%-35.9pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,683 | $2,173-22.5% | $2,836-40.7% | $2,596-35.2% |
| Participant deferral / active EE | $2,584 | $3,779-31.6% | $4,656-44.5% | $4,027-35.8% |
| Admin fee / account holder | $357 | $6,112-94.2% | $7,493-95.2% | $5,403-93.4% |