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 | $25,708 | $86,286-70.2% | $111,297-76.9% | $85,850-70.1% |
| Participation rate | 46.9% | 73.3%-26.4pp | 77.3%-30.4pp | 69.3%-22.4pp |
| Annual return | 10.28% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,718 | $3,641-52.8% | $4,487-61.7% | $3,952-56.5% |
| Admin fee / account holder | $4,135 | $8,188-49.5% | $7,964-48.1% | $6,260-33.9% |