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.)
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 | $24,784 | $100,326-75.3% | $180,183-86.2% | $84,808-70.8% |
| Participation rate | 41.6% | 71.0%-29.4pp | 77.4%-35.9pp | 68.3%-26.8pp |
| Annual return | 8.70% | 17.86%-9.2pp | 27.86%-19.2pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,538 | $3,269-52.9% | $5,039-69.5% | $2,631-41.5% |
| Participant deferral / active EE | $2,190 | $5,066-56.8% | $6,822-67.9% | $4,212-48.0% |
| Admin fee / account holder | $4,040 | $9,674-58.2% | $19,975-79.8% | $7,344-45.0% |