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 | $9,922 | $71,050-86.0% | $93,606-89.4% | $80,856-87.7% |
| Participation rate | 69.0% | 60.4%+8.6pp | 68.7%+0.2pp | 67.6%+1.3pp |
| Annual return | 17.42% | 11.26%+6.2pp | 133.20%-115.8pp | 35.59%-18.2pp |
| Employer contribution / active EE | $2,467 | $1,564+57.8% | $2,420+2.0% | $2,755-10.4% |
| Participant deferral / active EE | $2,780 | $4,034-31.1% | $4,411-37.0% | $4,296-35.3% |
| Admin fee / account holder | $632 | $6,945-90.9% | $8,285-92.4% | $6,918-90.9% |