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 | $5,469 | $90,348-93.9% | $75,972-92.8% | $145,922-96.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 3.68% | 620.88%-617.2pp | 359.55%-355.9pp | 561.29%-557.6pp |
| Employer contribution / active EE | $723 | $3,311-78.2% | $2,685-73.1% | $4,660-84.5% |
| Participant deferral / active EE | $2,944 | $5,162-43.0% | $4,255-30.8% | $6,688-56.0% |
| Admin fee / account holder | $2,516 | $8,467-70.3% | $6,467-61.1% | $13,397-81.2% |