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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $11,891 | $153,311-92.2% | $109,313-89.1% | $273,961-95.7% |
| Participation rate | 36.4% | 80.1%-43.7pp | 71.3%-34.9pp | 83.0%-46.7pp |
| Annual return | 1.16% | 29.86%-28.7pp | 22.07%-20.9pp | 41.45%-40.3pp |
| Employer contribution / active EE | $279 | $5,619-95.0% | $3,892-92.8% | $4,869-94.3% |
| Participant deferral / active EE | $565 | $3,932-85.6% | $3,166-82.2% | $5,287-89.3% |
| Admin fee / account holder | $4,134 | $8,076-48.8% | $5,666-27.1% | $10,132-59.2% |