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 | $5,061 | $59,097-91.4% | $82,389-93.9% | $74,304-93.2% |
| Participation rate | 64.7% | 52.8%+11.9pp | 69.5%-4.8pp | 60.3%+4.4pp |
| Annual return | 22.98% | 22.85%+0.1pp | 28.67%-5.7pp | 29.43%-6.5pp |
| Employer contribution / active EE | $333 | $1,601-79.2% | $2,517-86.8% | $2,241-85.1% |
| Participant deferral / active EE | $1,316 | $2,775-52.6% | $4,155-68.3% | $3,767-65.1% |
| Admin fee / account holder | $1,231 | $4,489-72.6% | $7,231-83.0% | $2,969-58.5% |