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 | $16,054 | $87,013-81.5% | $106,213-84.9% | $80,856-80.1% |
| Participation rate | 60.3% | 70.4%-10.1pp | 75.3%-14.9pp | 67.6%-7.3pp |
| Annual return | 4.05% | 17.05%-13.0pp | 116.14%-112.1pp | 35.59%-31.5pp |
| Employer contribution / active EE | $1,580 | $2,395-34.0% | $3,171-50.2% | $2,755-42.6% |
| Participant deferral / active EE | $2,630 | $3,986-34.0% | $5,016-47.6% | $4,296-38.8% |
| Admin fee / account holder | $640 | $8,431-92.4% | $11,033-94.2% | $6,918-90.8% |