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 | $5,165 | $96,484-94.6% | $75,886-93.2% | $152,861-96.6% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.4%-19.9pp |
| Annual return | 6.07% | 33.98%-27.9pp | 30.76%-24.7pp | 345.32%-339.2pp |
| Employer contribution / active EE | $952 | $3,309-71.2% | $2,500-61.9% | $4,762-80.0% |
| Participant deferral / active EE | $1,190 | $4,553-73.9% | $3,603-67.0% | $5,850-79.7% |
| Admin fee / account holder | $986 | $8,078-87.8% | $5,418-81.8% | $11,596-91.5% |