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 8-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 | $30,114 | $86,286-65.1% | $111,297-72.9% | $85,850-64.9% |
| Participation rate | 42.7% | 73.3%-30.6pp | 77.3%-34.6pp | 69.3%-26.6pp |
| Annual return | 8.09% | 19.99%-11.9pp | 54.65%-46.6pp | 318.53%-310.4pp |
| Employer contribution / active EE | $620 | $2,043-69.7% | $2,731-77.3% | $2,565-75.8% |
| Participant deferral / active EE | $1,985 | $3,641-45.5% | $4,487-55.8% | $3,952-49.8% |
| Admin fee / account holder | $16,468 | $8,188+101.1% | $7,964+106.8% | $6,260+163.1% |