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 5-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 | $5,438 | $110,261-95.1% | $95,745-94.3% | $139,434-96.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 20.98% | 27.11%-6.1pp | 28.35%-7.4pp | 372.94%-352.0pp |
| Employer contribution / active EE | $797 | $3,257-75.5% | $2,835-71.9% | $4,751-83.2% |
| Participant deferral / active EE | $1,596 | $4,676-65.9% | $4,245-62.4% | $6,710-76.2% |
| Admin fee / account holder | $932 | $6,613-85.9% | $5,678-83.6% | $11,403-91.8% |