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 | $2,939 | $58,208-95.0% | $81,812-96.4% | $80,856-96.4% |
| Participation rate | 7.4% | 63.4%-56.0pp | 72.3%-64.9pp | 67.6%-60.2pp |
| Annual return | 9.54% | 41.66%-32.1pp | 773.79%-764.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $884 | $2,340-62.2% | $2,912-69.6% | $2,755-67.9% |
| Participant deferral / active EE | $933 | $3,281-71.5% | $4,319-78.4% | $4,296-78.3% |
| Admin fee / account holder | $877 | $4,981-82.4% | $7,386-88.1% | $6,918-87.3% |