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 5-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 | $6,582 | $37,426-82.4% | $77,482-91.5% | $79,858-91.8% |
| Participation rate | 42.7% | 41.5%+1.2pp | 54.2%-11.5pp | 69.6%-26.9pp |
| Annual return | 5.56% | 39.70%-34.1pp | 54.79%-49.2pp | 31.71%-26.2pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,268 | $1,260+0.6% | $1,861-31.9% | $3,740-66.1% |
| Admin fee / account holder | $1,175 | $2,504-53.1% | $2,858-58.9% | $5,306-77.9% |