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 | $18,047 | $78,672-77.1% | $109,143-83.5% | $85,850-79.0% |
| Participation rate | 48.4% | 68.3%-19.9pp | 75.9%-27.5pp | 69.3%-20.9pp |
| Annual return | 4.61% | 25.09%-20.5pp | 25.75%-21.1pp | 318.53%-313.9pp |
| Employer contribution / active EE | $1,835 | $2,735-32.9% | $3,722-50.7% | $2,565-28.5% |
| Participant deferral / active EE | $3,271 | $3,467-5.7% | $4,653-29.7% | $3,952-17.2% |
| Admin fee / account holder | $25,508 | $5,469+366.4% | $6,752+277.8% | $6,260+307.5% |