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 | $9,423 | $177,572-94.7% | $154,803-93.9% | $142,382-93.4% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.1%-11.4pp | 80.1%-13.5pp |
| Annual return | 26.64% | 65.07%-38.4pp | 58.88%-32.2pp | 217.08%-190.4pp |
| Employer contribution / active EE | $1,195 | $4,810-75.2% | $4,305-72.2% | $4,299-72.2% |
| Participant deferral / active EE | $2,045 | $6,272-67.4% | $5,540-63.1% | $6,507-68.6% |
| Admin fee / account holder | $574 | $16,786-96.6% | $14,329-96.0% | $12,624-95.5% |