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 | $23,402 | $109,881-78.7% | $150,045-84.4% | $84,808-72.4% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.6pp | 68.3%-6.5pp |
| Annual return | 11.68% | 28.25%-16.6pp | 62.55%-50.9pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,131 | $3,561-40.2% | $4,693-54.6% | $2,631-19.0% |
| Participant deferral / active EE | $3,280 | $6,636-50.6% | $7,997-59.0% | $4,212-22.1% |
| Admin fee / account holder | $16,433 | $8,568+91.8% | $13,435+22.3% | $7,344+123.8% |