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 | $10,691 | $53,777-80.1% | $134,143-92.0% | $79,858-86.6% |
| Participation rate | 43.2% | 58.8%-15.6pp | 72.2%-29.0pp | 69.6%-26.5pp |
| Annual return | 9.37% | 19.01%-9.6pp | 36.33%-27.0pp | 31.71%-22.3pp |
| Employer contribution / active EE | $340 | $1,321-74.3% | $3,704-90.8% | $2,471-86.3% |
| Participant deferral / active EE | $1,009 | $2,420-58.3% | $3,499-71.2% | $3,740-73.0% |
| Admin fee / account holder | $350 | $3,984-91.2% | $6,684-94.8% | $5,306-93.4% |