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 4-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 | $3,388 | $148,534-97.7% | $135,903-97.5% | $139,434-97.6% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 8.23% | 79.19%-71.0pp | 68.23%-60.0pp | 372.94%-364.7pp |
| Employer contribution / active EE | $2,390 | $5,243-54.4% | $4,856-50.8% | $4,751-49.7% |
| Participant deferral / active EE | $3,956 | $8,100-51.2% | $7,758-49.0% | $6,710-41.0% |
| Admin fee / account holder | $58,363 | $12,400+370.7% | $10,762+442.3% | $11,403+411.8% |