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 5-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 | $15,544 | $70,428-77.9% | $96,562-83.9% | $85,850-81.9% |
| Participation rate | 52.8% | 61.8%-9.0pp | 69.8%-17.0pp | 69.3%-16.5pp |
| Annual return | 16.90% | 18.59%-1.7pp | 37.78%-20.9pp | 318.53%-301.6pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,704 | $2,894-41.1% | $3,849-55.7% | $3,952-56.9% |
| Admin fee / account holder | $477 | $4,997-90.5% | $6,181-92.3% | $6,260-92.4% |