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 | $12,186 | $54,701-77.7% | $86,188-85.9% | $71,457-82.9% |
| Participation rate | 56.1% | 60.1%-4.1pp | 69.0%-12.9pp | 67.9%-11.9pp |
| Annual return | 29.40% | 20.06%+9.3pp | 1168.45%-1139.0pp | 28.85%+0.6pp |
| Employer contribution / active EE | $1,636 | $1,265+29.3% | $2,380-31.3% | $2,588-36.8% |
| Participant deferral / active EE | $3,029 | $3,108-2.6% | $3,985-24.0% | $4,289-29.4% |
| Admin fee / account holder | $1,076 | $1,922-44.0% | $6,852-84.3% | $1,587-32.2% |