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 | $9,303 | $228,332-95.9% | $185,823-95.0% | $158,922-94.1% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -2.52% | 40.80%-43.3pp | 35.95%-38.5pp | 302.83%-305.3pp |
| Employer contribution / active EE | $2,204 | $4,967-55.6% | $4,087-46.1% | $4,761-53.7% |
| Participant deferral / active EE | $2,204 | $6,415-65.6% | $5,632-60.9% | $5,982-63.2% |
| Admin fee / account holder | $70,857 | $11,864+497.2% | $9,500+645.8% | $11,246+530.1% |