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 | $10,397 | $159,602-93.5% | $150,045-93.1% | $142,382-92.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 3.58% | 70.24%-66.7pp | 62.55%-59.0pp | 217.08%-213.5pp |
| Employer contribution / active EE | $1,760 | $4,961-64.5% | $4,693-62.5% | $4,299-59.1% |
| Participant deferral / active EE | $10,900 | $8,310+31.2% | $7,997+36.3% | $6,507+67.5% |
| Admin fee / account holder | $70,779 | $14,846+376.7% | $13,435+426.8% | $12,624+460.7% |