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 3-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 | $6,658 | $127,065-94.8% | $113,168-94.1% | $142,382-95.3% |
| Participation rate | 63.6% | 79.2%-15.6pp | 76.6%-12.9pp | 80.1%-16.5pp |
| Annual return | 26.34% | 24.03%+2.3pp | 24.27%+2.1pp | 217.08%-190.7pp |
| Employer contribution / active EE | $2,484 | $3,442-27.8% | $2,975-16.5% | $4,299-42.2% |
| Participant deferral / active EE | $3,910 | $5,716-31.6% | $5,107-23.4% | $6,507-39.9% |
| Admin fee / account holder | $327 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |