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 | $6,615 | $81,248-91.9% | $155,509-95.7% | $80,856-91.8% |
| Participation rate | 55.6% | 66.2%-10.7pp | 78.2%-22.6pp | 67.6%-12.1pp |
| Annual return | 9.24% | 33.31%-24.1pp | 64.67%-55.4pp | 35.59%-26.4pp |
| Employer contribution / active EE | $775 | $3,100-75.0% | $4,672-83.4% | $2,755-71.9% |
| Participant deferral / active EE | $914 | $3,452-73.5% | $5,626-83.8% | $4,296-78.7% |
| Admin fee / account holder | $1,874 | $7,997-76.6% | $15,912-88.2% | $6,918-72.9% |