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 | $6,026 | $214,378-97.2% | $200,582-97.0% | $142,382-95.8% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 7.56% | 46.41%-38.8pp | 42.33%-34.8pp | 217.08%-209.5pp |
| Employer contribution / active EE | $2,503 | $6,841-63.4% | $6,419-61.0% | $4,299-41.8% |
| Participant deferral / active EE | $4,813 | $9,865-51.2% | $9,331-48.4% | $6,507-26.0% |
| Admin fee / account holder | $66,762 | $17,692+277.4% | $16,305+309.5% | $12,624+428.9% |