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 7-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 | $5,791 | $37,426-84.5% | $77,482-92.5% | $79,858-92.7% |
| Participation rate | 53.8% | 41.5%+12.3pp | 54.2%-0.3pp | 69.6%-15.8pp |
| Annual return | 18.51% | 39.70%-21.2pp | 54.79%-36.3pp | 31.71%-13.2pp |
| Employer contribution / active EE | $230 | $637-63.9% | $986-76.7% | $2,471-90.7% |
| Participant deferral / active EE | $496 | $1,260-60.6% | $1,861-73.4% | $3,740-86.7% |
| Admin fee / account holder | $335 | $2,504-86.6% | $2,858-88.3% | $5,306-93.7% |