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 7-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 | $6,191 | $80,717-92.3% | $154,803-96.0% | $84,808-92.7% |
| Participation rate | 41.7% | 66.8%-25.1pp | 78.1%-36.4pp | 68.3%-26.6pp |
| Annual return | 20.72% | 37.96%-17.2pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $431 | $2,761-84.4% | $4,305-90.0% | $2,631-83.6% |
| Participant deferral / active EE | $1,064 | $3,303-67.8% | $5,540-80.8% | $4,212-74.7% |
| Admin fee / account holder | $2,832 | $6,746-58.0% | $14,329-80.2% | $7,344-61.4% |