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 | $13,615 | $58,577-76.8% | $83,333-83.7% | $64,186-78.8% |
| Participation rate | 50.8% | 72.0%-21.3pp | 77.8%-27.0pp | 69.6%-18.8pp |
| Annual return | -8.96% | 9.65%-18.6pp | 10.63%-19.6pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,025 | $2,098-51.1% | $3,379-69.6% | $2,381-56.9% |
| Participant deferral / active EE | $2,885 | $4,654-38.0% | $5,565-48.1% | $3,470-16.8% |
| Admin fee / account holder | $3,020 | $9,275-67.4% | $7,510-59.8% | $4,888-38.2% |