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 | $3,357 | $73,933-95.5% | $96,683-96.5% | $75,163-95.5% |
| Participation rate | 53.3% | 66.4%-13.1pp | 74.3%-21.0pp | 67.2%-13.9pp |
| Annual return | 6.70% | 26.70%-20.0pp | 35.69%-29.0pp | 160.62%-153.9pp |
| Employer contribution / active EE | $3,114 | $2,928+6.4% | $3,737-16.7% | $2,670+16.6% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,836 | $5,216+11.9% | $6,730-13.3% | $5,651+3.3% |