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 | $16,774 | $140,588-88.1% | $123,104-86.4% | $125,391-86.6% |
| Participation rate | 68.4% | 88.2%-19.8pp | 86.8%-18.4pp | 83.2%-14.8pp |
| Annual return | -4.46% | 16.80%-21.3pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $3,677 | $6,041-39.1% | $5,151-28.6% | $4,866-24.4% |
| Participant deferral / active EE | $7,804 | $6,980+11.8% | $6,230+25.3% | $5,352+45.8% |
| Admin fee / account holder | $7,776 | $11,198-30.6% | $9,015-13.7% | $9,540-18.5% |