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 3-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 | $4,850 | $90,348-94.6% | $75,972-93.6% | $145,922-96.7% |
| Participation rate | 56.5% | 74.5%-17.9pp | 69.1%-12.5pp | 80.3%-23.8pp |
| Annual return | 4.56% | 620.88%-616.3pp | 359.55%-355.0pp | 561.29%-556.7pp |
| Employer contribution / active EE | $1,280 | $3,311-61.3% | $2,685-52.3% | $4,660-72.5% |
| Participant deferral / active EE | $1,647 | $5,162-68.1% | $4,255-61.3% | $6,688-75.4% |
| Admin fee / account holder | $983 | $8,467-88.4% | $6,467-84.8% | $13,397-92.7% |