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 | $17,395 | $52,406-66.8% | $129,207-86.5% | $74,495-76.6% |
| Participation rate | 33.6% | 53.8%-20.2pp | 69.6%-36.0pp | 67.2%-33.6pp |
| Annual return | 10.55% | 15.66%-5.1pp | 9417.33%-9406.8pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $422 | $1,531-72.4% | $4,153-89.8% | $2,623-83.9% |
| Participant deferral / active EE | $1,031 | $2,794-63.1% | $4,168-75.3% | $4,346-76.3% |
| Admin fee / account holder | $1,146 | $2,633-56.5% | $7,715-85.1% | $1,942-41.0% |