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 8-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 | $6,764 | $66,310-89.8% | $93,606-92.8% | $65,185-89.6% |
| Participation rate | 37.7% | 74.0%-36.3pp | 75.8%-38.1pp | 70.2%-32.5pp |
| Annual return | 39.48% | 42.58%-3.1pp | 32.76%+6.7pp | 29.38%+10.1pp |
| Employer contribution / active EE | $922 | $2,012-54.2% | $2,718-66.1% | $2,177-57.7% |
| Participant deferral / active EE | $1,540 | $3,342-53.9% | $4,069-62.1% | $3,514-56.2% |
| Admin fee / account holder | $1,149 | $6,897-83.3% | $7,888-85.4% | $847+35.6% |