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 10-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 | $2,100 | $159,602-98.7% | $150,045-98.6% | $142,382-98.5% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.3%-82.3pp | 80.1%-80.1pp |
| Annual return | 11.58% | 70.24%-58.7pp | 62.55%-51.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,999 | $4,961+20.9% | $4,693+27.8% | $4,299+39.5% |
| Participant deferral / active EE | $10,348 | $8,310+24.5% | $7,997+29.4% | $6,507+59.0% |
| Admin fee / account holder | $2,289,761 | $14,846+15323.0% | $13,435+16943.6% | $12,624+18038.6% |