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 8-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 | $6,803 | $65,041-89.5% | $90,951-92.5% | $79,858-91.5% |
| Participation rate | 62.9% | 61.6%+1.3pp | 69.0%-6.2pp | 69.6%-6.8pp |
| Annual return | 8.18% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.5pp |
| Employer contribution / active EE | $663 | $1,247-46.8% | $2,122-68.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,179 | $2,512-53.1% | $3,373-65.0% | $3,740-68.5% |
| Admin fee / account holder | $751 | $4,536-83.4% | $5,959-87.4% | $5,306-85.8% |