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 | $13,197 | $53,127-75.2% | $86,590-84.8% | $70,131-81.2% |
| Participation rate | 59.3% | 65.3%-6.0pp | 73.5%-14.2pp | 69.5%-10.2pp |
| Annual return | 11.65% | 27.66%-16.0pp | 964.84%-953.2pp | 73.14%-61.5pp |
| Employer contribution / active EE | $316 | $2,068-84.7% | $2,839-88.9% | $2,342-86.5% |
| Participant deferral / active EE | $1,259 | $2,696-53.3% | $3,609-65.1% | $3,332-62.2% |
| Admin fee / account holder | $439 | $3,585-87.8% | $4,906-91.1% | $4,645-90.6% |