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 6-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 | $7,359 | $77,314-90.5% | $177,989-95.9% | $80,856-90.9% |
| Participation rate | 68.2% | 65.7%+2.5pp | 77.1%-8.9pp | 67.6%+0.5pp |
| Annual return | 4.52% | 18.09%-13.6pp | 294.48%-290.0pp | 35.59%-31.1pp |
| Employer contribution / active EE | $692 | $2,292-69.8% | $3,949-82.5% | $2,755-74.9% |
| Participant deferral / active EE | $1,601 | $4,411-63.7% | $6,276-74.5% | $4,296-62.7% |
| Admin fee / account holder | $961 | $7,191-86.6% | $10,363-90.7% | $6,918-86.1% |