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 6-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 | $8,796 | $106,515-91.7% | $96,683-90.9% | $139,434-93.7% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.78% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $809 | $4,103-80.3% | $3,737-78.3% | $4,751-83.0% |
| Participant deferral / active EE | $2,293 | $5,454-58.0% | $4,878-53.0% | $6,710-65.8% |
| Admin fee / account holder | $8,477 | $7,877+7.6% | $6,730+26.0% | $11,403-25.7% |