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 | $9,462 | $162,781-94.2% | $133,956-92.9% | $158,922-94.0% |
| Participation rate | 20.0% | 83.2%-63.2pp | 79.8%-59.8pp | 82.0%-62.0pp |
| Annual return | 0.13% | 41.94%-41.8pp | 45.09%-45.0pp | 302.83%-302.7pp |
| Employer contribution / active EE | $1,068 | $4,975-78.5% | $3,919-72.7% | $4,761-77.6% |
| Participant deferral / active EE | $3,441 | $5,911-41.8% | $5,048-31.8% | $5,982-42.5% |
| Admin fee / account holder | $117,360 | $11,736+900.0% | $8,927+1214.6% | $11,246+943.6% |