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 | $45,101 | $111,090-59.4% | $156,263-71.1% | - |
| Participation rate | 59.6% | 75.0%-15.4pp | 78.9%-19.3pp | - |
| Annual return | 21.39% | 16.66%+4.7pp | 59.47%-38.1pp | - |
| Employer contribution / active EE | $1,686 | $2,524-33.2% | $4,333-61.1% | - |
| Participant deferral / active EE | $3,637 | $4,469-18.6% | $6,158-40.9% | - |
| Admin fee / account holder | $1,484 | $15,012-90.1% | $14,255-89.6% | - |