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 | $13,920 | $69,515-80.0% | $86,874-84.0% | $85,850-83.8% |
| Participation rate | 63.3% | 66.3%-3.0pp | 71.6%-8.3pp | 69.3%-6.0pp |
| Annual return | 3.52% | 20.12%-16.6pp | 63.52%-60.0pp | 318.53%-315.0pp |
| Employer contribution / active EE | $1,276 | $1,880-32.2% | $2,495-48.9% | $2,565-50.3% |
| Participant deferral / active EE | $1,907 | $2,919-34.7% | $3,699-48.4% | $3,952-51.7% |
| Admin fee / account holder | $1,463 | $5,972-75.5% | $5,828-74.9% | $6,260-76.6% |