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 | $22,249 | $83,477-73.3% | $125,175-82.2% | $72,985-69.5% |
| Participation rate | 61.0% | 73.3%-12.3pp | 79.8%-18.8pp | 69.5%-8.5pp |
| Annual return | 14.26% | 25.78%-11.5pp | 43.79%-29.5pp | 81.00%-66.7pp |
| Employer contribution / active EE | $1,151 | $2,345-50.9% | $3,865-70.2% | $2,440-52.8% |
| Participant deferral / active EE | $1,702 | $3,585-52.5% | $4,937-65.5% | $3,607-52.8% |
| Admin fee / account holder | $659 | $5,517-88.1% | $9,702-93.2% | $5,124-87.1% |