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 10-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 | $1,674 | $103,949-98.4% | $69,182-97.6% | $273,961-99.4% |
| Participation rate | 41.7% | 67.4%-25.7pp | 55.1%-13.4pp | 83.0%-41.3pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $397 | $1,783-77.7% | $1,206-67.1% | $4,869-91.8% |
| Participant deferral / active EE | $638 | $2,716-76.5% | $1,897-66.4% | $5,287-87.9% |
| Admin fee / account holder | $516 | $3,671-86.0% | $2,697-80.9% | $10,132-94.9% |