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 | $4,574 | $100,852-95.5% | $90,404-94.9% | $158,922-97.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.7%-11.1pp | 82.0%-20.4pp |
| Annual return | 2.78% | 1724.20%-1721.4pp | 1293.02%-1290.2pp | 302.83%-300.0pp |
| Employer contribution / active EE | $2,502 | $3,689-32.2% | $3,262-23.3% | $4,761-47.4% |
| Participant deferral / active EE | $3,934 | $4,348-9.5% | $3,963-0.7% | $5,982-34.2% |
| Admin fee / account holder | $19,166 | $6,501+194.8% | $5,611+241.6% | $11,246+70.4% |