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 4-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 | $11,716 | $44,960-73.9% | $84,966-86.2% | $74,495-84.3% |
| Participation rate | 36.2% | 49.4%-13.2pp | 67.5%-31.3pp | 67.2%-31.0pp |
| Annual return | 8.08% | 26.24%-18.2pp | 66.38%-58.3pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $644 | $1,457-55.8% | $2,727-76.4% | $2,623-75.5% |
| Participant deferral / active EE | $1,105 | $2,731-59.5% | $4,519-75.6% | $4,346-74.6% |
| Admin fee / account holder | $1,045 | $2,209-52.7% | $6,149-83.0% | $1,942-46.2% |