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 | $12,438 | $53,127-76.6% | $86,590-85.6% | $70,131-82.3% |
| Participation rate | 61.3% | 65.3%-4.0pp | 73.5%-12.3pp | 69.5%-8.3pp |
| Annual return | 10.63% | 27.66%-17.0pp | 964.84%-954.2pp | 73.14%-62.5pp |
| Employer contribution / active EE | $884 | $2,068-57.2% | $2,839-68.9% | $2,342-62.2% |
| Participant deferral / active EE | $954 | $2,696-64.6% | $3,609-73.6% | $3,332-71.4% |
| Admin fee / account holder | $1,387 | $3,585-61.3% | $4,906-71.7% | $4,645-70.1% |