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 | $11,485 | $53,018-78.3% | $70,014-83.6% | $62,891-81.7% |
| Participation rate | 39.1% | 67.2%-28.1pp | 71.8%-32.8pp | 69.3%-30.2pp |
| Annual return | 4.31% | 13.35%-9.0pp | 12.99%-8.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $803 | $1,799-55.4% | $2,338-65.7% | $2,281-64.8% |
| Participant deferral / active EE | $1,604 | $2,395-33.0% | $2,931-45.3% | $3,203-49.9% |
| Admin fee / account holder | $868 | $3,690-76.5% | $4,380-80.2% | $4,296-79.8% |