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 | $12,140 | $53,053-77.1% | $126,539-90.4% | $74,304-83.7% |
| Participation rate | 38.6% | 48.0%-9.5pp | 69.8%-31.3pp | 60.3%-21.8pp |
| Annual return | 7.19% | 29.46%-22.3pp | 425.95%-418.8pp | 29.43%-22.2pp |
| Employer contribution / active EE | $702 | $1,168-39.9% | $3,674-80.9% | $2,241-68.7% |
| Participant deferral / active EE | $925 | $2,303-59.8% | $4,083-77.3% | $3,767-75.4% |
| Admin fee / account holder | $3,865 | $3,698+4.5% | $6,065-36.3% | $2,969+30.2% |