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 | $14,330 | $79,944-82.1% | $98,439-85.4% | $75,163-80.9% |
| Participation rate | 51.7% | 70.4%-18.7pp | 75.2%-23.5pp | 67.2%-15.5pp |
| Annual return | 12.36% | 19.75%-7.4pp | 21.16%-8.8pp | 160.62%-148.3pp |
| Employer contribution / active EE | $965 | $2,264-57.4% | $3,048-68.4% | $2,670-63.9% |
| Participant deferral / active EE | $1,809 | $3,752-51.8% | $4,738-61.8% | $4,125-56.2% |
| Admin fee / account holder | $1,696 | $6,840-75.2% | $8,948-81.0% | $5,651-70.0% |