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 | $15,612 | $65,365-76.1% | $92,893-83.2% | $72,985-78.6% |
| Participation rate | 69.4% | 68.3%+1.1pp | 76.0%-6.6pp | 69.5%0pp |
| Annual return | 16.27% | 42.10%-25.8pp | 109.41%-93.1pp | 81.00%-64.7pp |
| Employer contribution / active EE | $725 | $2,594-72.1% | $3,653-80.2% | $2,440-70.3% |
| Participant deferral / active EE | $1,513 | $3,128-51.6% | $4,236-64.3% | $3,607-58.0% |
| Admin fee / account holder | $5,338 | $4,251+25.6% | $5,794-7.9% | $5,124+4.2% |