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 | $15,794 | $63,764-75.2% | $81,930-80.7% | $79,858-80.2% |
| Participation rate | 40.5% | 67.5%-27.0pp | 72.0%-31.5pp | 69.6%-29.1pp |
| Annual return | 9.90% | 22.66%-12.8pp | 29.49%-19.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,037 | $2,780-26.7% | $7,107-71.3% | $3,740-45.5% |
| Admin fee / account holder | $34,796 | $4,426+686.1% | $5,158+574.6% | $5,306+555.8% |