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 9-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 | $13,620 | $72,277-81.2% | $101,248-86.5% | $79,858-82.9% |
| Participation rate | 60.0% | 68.5%-8.5pp | 75.8%-15.8pp | 69.6%-9.6pp |
| Annual return | 5.67% | 22.30%-16.6pp | 46.47%-40.8pp | 31.71%-26.0pp |
| Employer contribution / active EE | $1,282 | $2,692-52.4% | $3,660-65.0% | $2,471-48.1% |
| Participant deferral / active EE | $1,783 | $3,282-45.7% | $4,370-59.2% | $3,740-52.3% |
| Admin fee / account holder | $2,790 | $4,400-36.6% | $5,945-53.1% | $5,306-47.4% |