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 7-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 | $20,926 | $66,098-68.3% | $101,794-79.4% | $74,304-71.8% |
| Participation rate | 46.4% | 53.8%-7.4pp | 69.2%-22.8pp | 60.3%-14.0pp |
| Annual return | 12.30% | 19.59%-7.3pp | 30.53%-18.2pp | 29.43%-17.1pp |
| Employer contribution / active EE | $663 | $1,082-38.7% | $2,289-71.0% | $2,241-70.4% |
| Participant deferral / active EE | $1,256 | $2,781-54.8% | $4,084-69.2% | $3,767-66.7% |
| Admin fee / account holder | $1,321 | $4,146-68.1% | $8,777-85.0% | $2,969-55.5% |