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 | $17,231 | $117,841-85.4% | $102,423-83.2% | $145,922-88.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 4.72% | 31.65%-26.9pp | 29.32%-24.6pp | 561.29%-556.6pp |
| Employer contribution / active EE | $2,696 | $3,615-25.4% | $3,023-10.8% | $4,660-42.1% |
| Participant deferral / active EE | $10,094 | $5,731+76.1% | $5,053+99.8% | $6,688+50.9% |
| Admin fee / account holder | $36,709 | $13,326+175.5% | $9,451+288.4% | $13,397+174.0% |