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 5-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 | $15,399 | $118,849-87.0% | $96,562-84.1% | $167,490-90.8% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 1.44% | 50.49%-49.0pp | 37.78%-36.3pp | 478.56%-477.1pp |
| Employer contribution / active EE | $889 | $3,120-71.5% | $2,356-62.3% | $4,837-81.6% |
| Participant deferral / active EE | $1,615 | $4,616-65.0% | $3,849-58.0% | $6,341-74.5% |
| Admin fee / account holder | $1,516 | $8,065-81.2% | $6,181-75.5% | $12,309-87.7% |