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 7-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 | $12,496 | $65,365-80.9% | $92,893-86.5% | $72,985-82.9% |
| Participation rate | 54.5% | 68.3%-13.8pp | 76.0%-21.5pp | 69.5%-14.9pp |
| Annual return | 25.89% | 42.10%-16.2pp | 109.41%-83.5pp | 81.00%-55.1pp |
| Employer contribution / active EE | $1,061 | $2,594-59.1% | $3,653-70.9% | $2,440-56.5% |
| Participant deferral / active EE | $2,254 | $3,128-27.9% | $4,236-46.8% | $3,607-37.5% |
| Admin fee / account holder | $551 | $4,251-87.0% | $5,794-90.5% | $5,124-89.2% |