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 | $9,791 | $59,097-83.4% | $82,389-88.1% | $74,304-86.8% |
| Participation rate | 50.0% | 52.8%-2.8pp | 69.5%-19.5pp | 60.3%-10.3pp |
| Annual return | 26.97% | 22.85%+4.1pp | 28.67%-1.7pp | 29.43%-2.5pp |
| Employer contribution / active EE | $1,021 | $1,601-36.2% | $2,517-59.4% | $2,241-54.5% |
| Participant deferral / active EE | $1,386 | $2,775-50.1% | $4,155-66.6% | $3,767-63.2% |
| Admin fee / account holder | $359 | $4,489-92.0% | $7,231-95.0% | $2,969-87.9% |