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 | $2,970 | $60,022-95.1% | $88,946-96.7% | $84,808-96.5% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 13.15% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $870 | $1,703-48.9% | $2,555-65.9% | $2,631-66.9% |
| Participant deferral / active EE | $1,463 | $3,114-53.0% | $4,581-68.1% | $4,212-65.3% |
| Admin fee / account holder | $1,532 | $4,811-68.1% | $8,261-81.5% | $7,344-79.1% |