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 8-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 | $15,573 | $150,818-89.7% | $129,207-87.9% | - |
| Participation rate | 68.7% | 67.3%+1.4pp | 69.6%-0.9pp | - |
| Annual return | 16.58% | 14.05%+2.5pp | 9417.33%-9400.7pp | - |
| Employer contribution / active EE | $1,627 | $2,537-35.9% | $4,153-60.8% | - |
| Participant deferral / active EE | $3,405 | $4,233-19.5% | $4,168-18.3% | - |
| Admin fee / account holder | $940 | $25,214-96.3% | $7,715-87.8% | - |