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 8-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 | $8,912 | $98,750-91.0% | $149,696-94.0% | $79,858-88.8% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.5%-17.1pp | 69.6%-4.2pp |
| Annual return | 32.83% | 27.43%+5.4pp | 276.60%-243.8pp | 31.71%+1.1pp |
| Employer contribution / active EE | $857 | $3,216-73.3% | $4,644-81.5% | $2,471-65.3% |
| Participant deferral / active EE | $3,223 | $5,680-43.3% | $6,842-52.9% | $3,740-13.8% |
| Admin fee / account holder | $877 | $6,053-85.5% | $9,309-90.6% | $5,306-83.5% |