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 | $9,036 | $99,020-90.9% | $86,590-89.6% | $147,584-93.9% |
| Participation rate | 60.0% | 76.3%-16.3pp | 73.5%-13.5pp | 82.8%-22.8pp |
| Annual return | 8.74% | 1312.34%-1303.6pp | 964.84%-956.1pp | 578.55%-569.8pp |
| Employer contribution / active EE | $296 | $3,132-90.5% | $2,839-89.6% | $4,876-93.9% |
| Participant deferral / active EE | $1,033 | $3,972-74.0% | $3,609-71.4% | $5,439-81.0% |
| Admin fee / account holder | $8,117 | $5,710+42.1% | $4,906+65.5% | $10,885-25.4% |