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 | $20,362 | $67,606-69.9% | $82,313-75.3% | $70,131-71.0% |
| Participation rate | 35.3% | 72.8%-37.5pp | 76.9%-41.6pp | 69.5%-34.2pp |
| Annual return | 7.93% | 21.57%-13.6pp | 25.88%-17.9pp | 73.14%-65.2pp |
| Employer contribution / active EE | $655 | $1,755-62.7% | $2,428-73.0% | $2,342-72.0% |
| Participant deferral / active EE | $1,857 | $2,987-37.8% | $3,706-49.9% | $3,332-44.3% |
| Admin fee / account holder | $3,216 | $4,512-28.7% | $5,608-42.7% | $4,645-30.8% |