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 3-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 | $16,439 | $165,984-90.1% | $164,813-90.0% | $145,922-88.7% |
| Participation rate | 47.8% | 82.0%-34.2pp | 78.6%-30.8pp | 80.3%-32.5pp |
| Annual return | 6.34% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-554.9pp |
| Employer contribution / active EE | $2,324 | $5,273-55.9% | $4,341-46.5% | $4,660-50.1% |
| Participant deferral / active EE | $2,852 | $6,959-59.0% | $6,031-52.7% | $6,688-57.4% |
| Admin fee / account holder | $4,297 | $16,648-74.2% | $12,690-66.1% | $13,397-67.9% |