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 | $8,346 | $77,419-89.2% | $69,455-88.0% | $152,861-94.5% |
| Participation rate | 9.1% | 78.1%-69.0pp | 74.6%-65.5pp | 82.4%-73.4pp |
| Annual return | 0.61% | 39.06%-38.5pp | 28.97%-28.4pp | 345.32%-344.7pp |
| Employer contribution / active EE | $649 | $3,315-80.4% | $2,779-76.6% | $4,762-86.4% |
| Participant deferral / active EE | $1,063 | $4,414-75.9% | $3,535-69.9% | $5,850-81.8% |
| Admin fee / account holder | $12,200 | $6,207+96.6% | $3,839+217.7% | $11,596+5.2% |