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 | $8,752 | $64,480-86.4% | $81,382-89.2% | $80,856-89.2% |
| Participation rate | 0.0% | 63.9%-63.9pp | 69.5%-69.5pp | 67.6%-67.6pp |
| Annual return | 9.77% | 16.34%-6.6pp | 24.73%-15.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $917 | $1,978-53.7% | $2,463-62.8% | $2,755-66.7% |
| Participant deferral / active EE | $1,423 | $3,094-54.0% | $3,883-63.4% | $4,296-66.9% |
| Admin fee / account holder | $2,501 | $5,671-55.9% | $5,768-56.6% | $6,918-63.8% |