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 3-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 | $7,205 | $48,795-85.2% | $65,493-89.0% | $84,808-91.5% |
| Participation rate | 54.5% | 67.0%-12.4pp | 73.1%-18.5pp | 68.3%-13.8pp |
| Annual return | 20.86% | 20.20%+0.7pp | 982.45%-961.6pp | 40.90%-20.0pp |
| Employer contribution / active EE | $633 | $1,930-67.2% | $2,574-75.4% | $2,631-75.9% |
| Participant deferral / active EE | $1,023 | $2,928-65.1% | $3,961-74.2% | $4,212-75.7% |
| Admin fee / account holder | $790 | $3,877-79.6% | $5,028-84.3% | $7,344-89.2% |