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 8-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 | $6,920 | $118,450-94.2% | $98,439-93.0% | $139,434-95.0% |
| Participation rate | 62.5% | 77.4%-14.9pp | 75.2%-12.7pp | 80.3%-17.8pp |
| Annual return | 21.26% | 18.94%+2.3pp | 21.16%+0.1pp | 372.94%-351.7pp |
| Employer contribution / active EE | $1,256 | $3,609-65.2% | $3,048-58.8% | $4,751-73.6% |
| Participant deferral / active EE | $2,030 | $5,392-62.4% | $4,738-57.2% | $6,710-69.8% |
| Admin fee / account holder | $6,636 | $14,026-52.7% | $8,948-25.8% | $11,403-41.8% |