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 | $6,710 | $81,460-91.8% | $103,333-93.5% | $80,856-91.7% |
| Participation rate | 48.4% | 66.8%-18.5pp | 74.5%-26.1pp | 67.6%-19.3pp |
| Annual return | 31.51% | 25.55%+6.0pp | 24.88%+6.6pp | 35.59%-4.1pp |
| Employer contribution / active EE | $846 | $3,105-72.8% | $3,868-78.1% | $2,755-69.3% |
| Participant deferral / active EE | $1,720 | $3,869-55.5% | $5,057-66.0% | $4,296-60.0% |
| Admin fee / account holder | $350 | $6,566-94.7% | $8,355-95.8% | $6,918-94.9% |