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 | $10,883 | $201,272-94.6% | $184,203-94.1% | $145,922-92.5% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 4.94% | 29.00%-24.1pp | 28.81%-23.9pp | 561.29%-556.3pp |
| Employer contribution / active EE | $2,302 | $7,022-67.2% | $6,427-64.2% | $4,660-50.6% |
| Participant deferral / active EE | $8,399 | $9,806-14.4% | $9,131-8.0% | $6,688+25.6% |
| Admin fee / account holder | $502 | $16,364-96.9% | $13,901-96.4% | $13,397-96.3% |