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 | $5,896 | $56,053-89.5% | $75,972-92.2% | $80,856-92.7% |
| Participation rate | 44.3% | 62.0%-17.8pp | 69.1%-24.8pp | 67.6%-23.4pp |
| Annual return | 15.33% | 20.53%-5.2pp | 359.55%-344.2pp | 35.59%-20.3pp |
| Employer contribution / active EE | $852 | $1,874-54.6% | $2,685-68.3% | $2,755-69.1% |
| Participant deferral / active EE | $1,051 | $3,052-65.5% | $4,255-75.3% | $4,296-75.5% |
| Admin fee / account holder | $786 | $5,234-85.0% | $6,467-87.8% | $6,918-88.6% |