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 | $13,248 | $83,337-84.1% | $67,834-80.5% | $273,961-95.2% |
| Participation rate | 43.8% | 76.4%-32.7pp | 68.8%-25.0pp | 83.0%-39.3pp |
| Annual return | 2.24% | 259.45%-257.2pp | 138.47%-136.2pp | 41.45%-39.2pp |
| Employer contribution / active EE | $1,205 | $3,287-63.3% | $2,403-49.9% | $4,869-75.2% |
| Participant deferral / active EE | $1,206 | $4,088-70.5% | $3,160-61.8% | $5,287-77.2% |
| Admin fee / account holder | $302 | $6,752-95.5% | $4,622-93.5% | $10,132-97.0% |