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 8-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 | $7,142 | $49,227-85.5% | $70,449-89.9% | $79,858-91.1% |
| Participation rate | 38.6% | 69.2%-30.5pp | 75.1%-36.4pp | 69.6%-31.0pp |
| Annual return | 2.37% | 30.06%-27.7pp | 109.03%-106.7pp | 31.71%-29.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,107 | $2,768-60.0% | $3,709-70.1% | $3,740-70.4% |
| Admin fee / account holder | $310 | $2,878-89.2% | $3,845-91.9% | $5,306-94.2% |