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 | $6,042 | $60,022-89.9% | $88,946-93.2% | $84,808-92.9% |
| Participation rate | 60.5% | 57.8%+2.6pp | 68.8%-8.4pp | 68.3%-7.8pp |
| Annual return | 17.22% | 22.43%-5.2pp | 57.82%-40.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $484 | $1,703-71.6% | $2,555-81.1% | $2,631-81.6% |
| Participant deferral / active EE | $1,165 | $3,114-62.6% | $4,581-74.6% | $4,212-72.3% |
| Admin fee / account holder | $324 | $4,811-93.3% | $8,261-96.1% | $7,344-95.6% |