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 | $11,297 | $177,572-93.6% | $154,803-92.7% | $142,382-92.1% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 1.09% | 65.07%-64.0pp | 58.88%-57.8pp | 217.08%-216.0pp |
| Employer contribution / active EE | $1,245 | $4,810-74.1% | $4,305-71.1% | $4,299-71.0% |
| Participant deferral / active EE | $2,171 | $6,272-65.4% | $5,540-60.8% | $6,507-66.6% |
| Admin fee / account holder | $7,986 | $16,786-52.4% | $14,329-44.3% | $12,624-36.7% |