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 | $10,531 | $150,440-93.0% | $136,294-92.3% | $147,584-92.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.18% | 1049.08%-1040.9pp | 5155.94%-5147.8pp | 578.55%-570.4pp |
| Employer contribution / active EE | $959 | $5,256-81.8% | $4,695-79.6% | $4,876-80.3% |
| Participant deferral / active EE | $3,228 | $6,630-51.3% | $6,247-48.3% | $5,439-40.7% |
| Admin fee / account holder | $6,586 | $10,905-39.6% | $9,243-28.8% | $10,885-39.5% |