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 9-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 | $8,444 | $54,762-84.6% | $90,281-90.6% | $72,985-88.4% |
| Participation rate | 63.5% | 65.1%-1.7pp | 73.3%-9.8pp | 69.5%-6.0pp |
| Annual return | 24.04% | 30.63%-6.6pp | 78.10%-54.1pp | 81.00%-57.0pp |
| Employer contribution / active EE | $413 | $2,092-80.3% | $2,854-85.5% | $2,440-83.1% |
| Participant deferral / active EE | $1,279 | $2,887-55.7% | $3,885-67.1% | $3,607-64.5% |
| Admin fee / account holder | $350 | $3,972-91.2% | $5,351-93.5% | $5,124-93.2% |