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 | $22,956 | $89,753-74.4% | $107,525-78.7% | $84,808-72.9% |
| Participation rate | 58.8% | 68.1%-9.2pp | 75.1%-16.3pp | 68.3%-9.5pp |
| Annual return | 12.19% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,437 | $3,113-53.9% | $3,754-61.7% | $2,631-45.4% |
| Participant deferral / active EE | $1,795 | $4,056-55.7% | $5,116-64.9% | $4,212-57.4% |
| Admin fee / account holder | $8,408 | $7,222+16.4% | $8,919-5.7% | $7,344+14.5% |