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 | $5,224 | $37,426-86.0% | $77,482-93.3% | $79,858-93.5% |
| Participation rate | 53.7% | 41.5%+12.2pp | 54.2%-0.5pp | 69.6%-15.9pp |
| Annual return | 44.36% | 39.70%+4.7pp | 54.79%-10.4pp | 31.71%+12.6pp |
| Employer contribution / active EE | $666 | $637+4.6% | $986-32.5% | $2,471-73.0% |
| Participant deferral / active EE | $667 | $1,260-47.1% | $1,861-64.2% | $3,740-82.2% |
| Admin fee / account holder | $3,760 | $2,504+50.2% | $2,858+31.6% | $5,306-29.1% |