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 | $20,771 | $86,929-76.1% | $102,423-79.7% | $80,856-74.3% |
| Participation rate | 41.4% | 72.4%-30.9pp | 76.5%-35.1pp | 67.6%-26.2pp |
| Annual return | 7.73% | 18.88%-11.2pp | 29.32%-21.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,296 | $2,369-45.3% | $3,023-57.2% | $2,755-53.0% |
| Participant deferral / active EE | $2,667 | $4,118-35.2% | $5,053-47.2% | $4,296-37.9% |
| Admin fee / account holder | $6,489 | $8,049-19.4% | $9,451-31.3% | $6,918-6.2% |