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 | $6,488 | $214,378-97.0% | $200,582-96.8% | $142,382-95.4% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.9%-46.9pp | 80.1%-40.1pp |
| Annual return | 7.45% | 46.41%-39.0pp | 42.33%-34.9pp | 217.08%-209.6pp |
| Employer contribution / active EE | $2,102 | $6,841-69.3% | $6,419-67.2% | $4,299-51.1% |
| Participant deferral / active EE | $13,758 | $9,865+39.5% | $9,331+47.4% | $6,507+111.4% |
| Admin fee / account holder | $30,580 | $17,692+72.8% | $16,305+87.6% | $12,624+142.2% |