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 | $6,615 | $49,915-86.7% | $154,803-95.7% | $74,304-91.1% |
| Participation rate | 52.3% | 54.0%-1.7pp | 78.1%-25.8pp | 60.3%-8.1pp |
| Annual return | 22.31% | 34.06%-11.7pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $588 | $1,611-63.5% | $4,305-86.3% | $2,241-73.8% |
| Participant deferral / active EE | $1,222 | $2,255-45.8% | $5,540-78.0% | $3,767-67.6% |
| Admin fee / account holder | $328 | $2,189-85.0% | $14,329-97.7% | $2,969-88.9% |