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 7-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 | $13,782 | $107,334-87.2% | $92,893-85.2% | $152,861-91.0% |
| Participation rate | 45.8% | 79.8%-34.0pp | 76.0%-30.2pp | 82.4%-36.6pp |
| Annual return | 7.68% | 145.58%-137.9pp | 109.41%-101.7pp | 345.32%-337.6pp |
| Employer contribution / active EE | $988 | $4,221-76.6% | $3,653-72.9% | $4,762-79.2% |
| Participant deferral / active EE | $4,096 | $4,845-15.5% | $4,236-3.3% | $5,850-30.0% |
| Admin fee / account holder | $2,106 | $7,079-70.2% | $5,794-63.6% | $11,596-81.8% |