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 | $6,819 | $78,422-91.3% | $95,952-92.9% | $79,858-91.5% |
| Participation rate | 51.7% | 73.5%-21.8pp | 77.1%-25.3pp | 69.6%-17.9pp |
| Annual return | 11.06% | 19.37%-8.3pp | 91.61%-80.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $507 | $1,945-73.9% | $2,541-80.0% | $2,471-79.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $541 | $5,622-90.4% | $6,795-92.0% | $5,306-89.8% |