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 6-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 | $7,750 | $46,553-83.4% | $64,056-87.9% | $75,163-89.7% |
| Participation rate | 64.3% | 65.9%-1.7pp | 72.3%-8.0pp | 67.2%-2.9pp |
| Annual return | 19.57% | 26.03%-6.5pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $708 | $1,974-64.1% | $2,747-74.2% | $2,670-73.5% |
| Participant deferral / active EE | $1,076 | $2,837-62.1% | $3,880-72.3% | $4,125-73.9% |
| Admin fee / account holder | $425 | $2,952-85.6% | $3,068-86.1% | $5,651-92.5% |