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 3-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 | $10,501 | $89,753-88.3% | $107,525-90.2% | $84,808-87.6% |
| Participation rate | 56.8% | 68.1%-11.3pp | 75.1%-18.3pp | 68.3%-11.6pp |
| Annual return | 22.05% | 29.48%-7.4pp | 181.32%-159.3pp | 40.90%-18.8pp |
| Employer contribution / active EE | $891 | $3,113-71.4% | $3,754-76.3% | $2,631-66.1% |
| Participant deferral / active EE | $1,773 | $4,056-56.3% | $5,116-65.3% | $4,212-57.9% |
| Admin fee / account holder | $1,522 | $7,222-78.9% | $8,919-82.9% | $7,344-79.3% |