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 | $32,407 | $88,083-63.2% | $164,813-80.3% | $74,495-56.5% |
| Participation rate | 48.8% | 73.0%-24.2pp | 78.6%-29.8pp | 67.2%-18.4pp |
| Annual return | 10.89% | 17.26%-6.4pp | 69.93%-59.0pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,020 | $2,593-60.7% | $4,341-76.5% | $2,623-61.1% |
| Participant deferral / active EE | $2,300 | $4,498-48.9% | $6,031-61.9% | $4,346-47.1% |
| Admin fee / account holder | $1,239 | $2,234-44.5% | $12,690-90.2% | $1,942-36.2% |