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 | $27,097 | $81,208-66.6% | $98,907-72.6% | $79,858-66.1% |
| Participation rate | 40.0% | 72.5%-32.5pp | 76.0%-36.0pp | 69.6%-29.6pp |
| Annual return | 5.87% | 60.99%-55.1pp | 196.43%-190.6pp | 31.71%-25.8pp |
| Employer contribution / active EE | $600 | $1,960-69.4% | $2,689-77.7% | $2,471-75.7% |
| Participant deferral / active EE | $1,425 | $3,265-56.3% | $4,244-66.4% | $3,740-61.9% |
| Admin fee / account holder | $50,653 | $6,013+742.4% | $6,642+662.7% | $5,306+854.6% |