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 | $3,137 | $96,305-96.7% | $80,569-96.1% | $139,434-97.8% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 4.93% | 1350.08%-1345.2pp | 935.43%-930.5pp | 372.94%-368.0pp |
| Employer contribution / active EE | $828 | $3,262-74.6% | $2,723-69.6% | $4,751-82.6% |
| Participant deferral / active EE | $1,384 | $5,232-73.5% | $4,447-68.9% | $6,710-79.4% |
| Admin fee / account holder | $13,338 | $6,599+102.1% | $5,377+148.0% | $11,403+17.0% |