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 | $7,228 | $210,648-96.6% | $177,989-95.9% | $145,922-95.0% |
| Participation rate | 57.1% | 80.8%-23.6pp | 77.1%-19.9pp | 80.3%-23.1pp |
| Annual return | 5.65% | 385.86%-380.2pp | 294.48%-288.8pp | 561.29%-555.6pp |
| Employer contribution / active EE | $851 | $4,565-81.4% | $3,949-78.5% | $4,660-81.7% |
| Participant deferral / active EE | $3,668 | $6,958-47.3% | $6,276-41.5% | $6,688-45.1% |
| Admin fee / account holder | $23,698 | $12,013+97.3% | $10,363+128.7% | $13,397+76.9% |