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 | $11,515 | $76,000-84.8% | $154,107-92.5% | $64,186-82.1% |
| Participation rate | 66.7% | 70.4%-3.7pp | 83.0%-16.4pp | 69.6%-2.9pp |
| Annual return | -11.09% | 30.32%-41.4pp | 735.12%-746.2pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,211 | $3,351-63.9% | $5,298-77.1% | $2,381-49.1% |
| Participant deferral / active EE | $2,121 | $3,175-33.2% | $5,081-58.3% | $3,470-38.9% |
| Admin fee / account holder | $2,384 | $5,596-57.4% | $13,411-82.2% | $4,888-51.2% |