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 | $6,890 | $106,515-93.5% | $96,683-92.9% | $139,434-95.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 50.34% | 38.43%+11.9pp | 35.69%+14.6pp | 372.94%-322.6pp |
| Employer contribution / active EE | $1,755 | $4,103-57.2% | $3,737-53.0% | $4,751-63.1% |
| Participant deferral / active EE | $3,889 | $5,454-28.7% | $4,878-20.3% | $6,710-42.0% |
| Admin fee / account holder | $555 | $7,877-93.0% | $6,730-91.8% | $11,403-95.1% |