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 | $14,625 | $102,317-85.7% | $146,958-90.0% | $80,856-81.9% |
| Participation rate | 41.0% | 75.8%-34.8pp | 82.2%-41.1pp | 67.6%-26.6pp |
| Annual return | 8.22% | 134.76%-126.5pp | 418.34%-410.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $3,105 | $3,713-16.4% | $4,933-37.1% | $2,755+12.7% |
| Participant deferral / active EE | $4,477 | $6,644-32.6% | $8,070-44.5% | $4,296+4.2% |
| Admin fee / account holder | $17,454 | $7,941+119.8% | $12,998+34.3% | $6,918+152.3% |