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 | $26,145 | $66,098-60.4% | $101,794-74.3% | $74,304-64.8% |
| Participation rate | 69.5% | 53.8%+15.7pp | 69.2%+0.3pp | 60.3%+9.1pp |
| Annual return | 12.83% | 19.59%-6.8pp | 30.53%-17.7pp | 29.43%-16.6pp |
| Employer contribution / active EE | $314 | $1,082-71.0% | $2,289-86.3% | $2,241-86.0% |
| Participant deferral / active EE | $1,322 | $2,781-52.5% | $4,084-67.6% | $3,767-64.9% |
| Admin fee / account holder | $3,535 | $4,146-14.7% | $8,777-59.7% | $2,969+19.1% |