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 | $15,584 | $78,705-80.2% | $117,854-86.8% | $70,131-77.8% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 11.95% | 23.30%-11.3pp | 335.08%-323.1pp | 73.14%-61.2pp |
| Employer contribution / active EE | $602 | $2,223-72.9% | $3,786-84.1% | $2,342-74.3% |
| Participant deferral / active EE | $2,005 | $3,297-39.2% | $4,482-55.3% | $3,332-39.8% |
| Admin fee / account holder | $2,919 | $5,065-42.4% | $8,020-63.6% | $4,645-37.2% |