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 4-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 | $12,473 | $81,460-84.7% | $103,333-87.9% | $80,856-84.6% |
| Participation rate | 65.5% | 66.8%-1.3pp | 74.5%-9.0pp | 67.6%-2.1pp |
| Annual return | 13.53% | 25.55%-12.0pp | 24.88%-11.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,056 | $3,105-66.0% | $3,868-72.7% | $2,755-61.7% |
| Participant deferral / active EE | $1,855 | $3,869-52.1% | $5,057-63.3% | $4,296-56.8% |
| Admin fee / account holder | $1,068 | $6,566-83.7% | $8,355-87.2% | $6,918-84.6% |