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 | $28,957 | $99,985-71.0% | $146,665-80.3% | $85,850-66.3% |
| Participation rate | 66.7% | 73.1%-6.4pp | 80.1%-13.4pp | 69.3%-2.6pp |
| Annual return | -20.12% | 18.93%-39.1pp | 22.74%-42.9pp | 318.53%-338.7pp |
| Employer contribution / active EE | $1,183 | $2,559-53.7% | $4,136-71.4% | $2,565-53.9% |
| Participant deferral / active EE | $5,280 | $4,006+31.8% | $5,506-4.1% | $3,952+33.6% |
| Admin fee / account holder | $7,570 | $7,702-1.7% | $10,280-26.4% | $6,260+20.9% |