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 | $8,212 | $52,681-84.4% | $75,781-89.2% | $59,632-86.2% |
| Participation rate | 63.9% | 67.2%-3.3pp | 75.8%-11.9pp | 68.7%-4.8pp |
| Annual return | -3.17% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $2,746 | $2,193+25.2% | $3,323-17.4% | $2,203+24.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,014 | $3,610-44.2% | $5,299-62.0% | $4,297-53.1% |