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 | $12,286 | $77,314-84.1% | $177,989-93.1% | $80,856-84.8% |
| Participation rate | 48.3% | 65.7%-17.4pp | 77.1%-28.8pp | 67.6%-19.4pp |
| Annual return | 15.00% | 18.09%-3.1pp | 294.48%-279.5pp | 35.59%-20.6pp |
| Employer contribution / active EE | $631 | $2,292-72.5% | $3,949-84.0% | $2,755-77.1% |
| Participant deferral / active EE | $1,617 | $4,411-63.3% | $6,276-74.2% | $4,296-62.4% |
| Admin fee / account holder | $373 | $7,191-94.8% | $10,363-96.4% | $6,918-94.6% |