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 | $9,495 | $175,202-94.6% | $149,673-93.7% | $139,434-93.2% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 5.11% | 166.71%-161.6pp | 134.42%-129.3pp | 372.94%-367.8pp |
| Employer contribution / active EE | $1,089 | $5,474-80.1% | $4,818-77.4% | $4,751-77.1% |
| Participant deferral / active EE | $1,989 | $6,519-69.5% | $5,680-65.0% | $6,710-70.4% |
| Admin fee / account holder | $755 | $16,150-95.3% | $13,210-94.3% | $11,403-93.4% |