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 | $7,880 | $169,032-95.3% | $129,207-93.9% | $145,922-94.6% |
| Participation rate | 43.5% | 76.4%-33.0pp | 69.6%-26.1pp | 80.3%-36.8pp |
| Annual return | 7.41% | 14330.11%-14322.7pp | 9417.33%-9409.9pp | 561.29%-553.9pp |
| Employer contribution / active EE | $755 | $5,537-86.4% | $4,153-81.8% | $4,660-83.8% |
| Participant deferral / active EE | $954 | $4,987-80.9% | $4,168-77.1% | $6,688-85.7% |
| Admin fee / account holder | $2,359 | $9,954-76.3% | $7,715-69.4% | $13,397-82.4% |