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 | $2,442 | $110,261-97.8% | $95,745-97.4% | $139,434-98.2% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 30.66% | 27.11%+3.6pp | 28.35%+2.3pp | 372.94%-342.3pp |
| Employer contribution / active EE | $811 | $3,257-75.1% | $2,835-71.4% | $4,751-82.9% |
| Participant deferral / active EE | $811 | $4,676-82.6% | $4,245-80.9% | $6,710-87.9% |
| Admin fee / account holder | $642 | $6,613-90.3% | $5,678-88.7% | $11,403-94.4% |