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 5-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 | $7,918 | $48,335-83.6% | $121,098-93.5% | $71,457-88.9% |
| Participation rate | 57.1% | 54.3%+2.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | 20.72% | 23.32%-2.6pp | 985.75%-965.0pp | 28.85%-8.1pp |
| Employer contribution / active EE | $854 | $1,489-42.7% | $4,164-79.5% | $2,588-67.0% |
| Participant deferral / active EE | $1,024 | $2,754-62.8% | $4,080-74.9% | $4,289-76.1% |
| Admin fee / account holder | $770 | $1,841-58.2% | $5,644-86.4% | $1,587-51.5% |