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 | $3,282 | $65,365-95.0% | $92,893-96.5% | $72,985-95.5% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.9pp | 69.5%-23.3pp |
| Annual return | 14.85% | 42.10%-27.3pp | 109.41%-94.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $981 | $2,594-62.2% | $3,653-73.1% | $2,440-59.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,155 | $4,251-2.3% | $5,794-28.3% | $5,124-18.9% |