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 5-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 | $6,148 | $81,248-92.4% | $155,509-96.0% | $80,856-92.4% |
| Participation rate | 37.0% | 66.2%-29.2pp | 78.2%-41.1pp | 67.6%-30.6pp |
| Annual return | 14.85% | 33.31%-18.5pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $566 | $3,100-81.7% | $4,672-87.9% | $2,755-79.5% |
| Participant deferral / active EE | $1,478 | $3,452-57.2% | $5,626-73.7% | $4,296-65.6% |
| Admin fee / account holder | $346 | $7,997-95.7% | $15,912-97.8% | $6,918-95.0% |