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 | $5,100 | $60,892-91.6% | $82,389-93.8% | $84,808-94.0% |
| Participation rate | 55.4% | 63.3%-7.8pp | 69.5%-14.1pp | 68.3%-12.9pp |
| Annual return | 21.68% | 37.29%-15.6pp | 28.67%-7.0pp | 40.90%-19.2pp |
| Employer contribution / active EE | $461 | $1,779-74.1% | $2,517-81.7% | $2,631-82.5% |
| Participant deferral / active EE | $1,116 | $3,179-64.9% | $4,155-73.1% | $4,212-73.5% |
| Admin fee / account holder | $415 | $5,467-92.4% | $7,231-94.3% | $7,344-94.3% |