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 7-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 | $6,538 | $148,534-95.6% | $135,903-95.2% | $139,434-95.3% |
| Participation rate | 36.4% | 83.9%-47.5pp | 81.9%-45.5pp | 80.3%-44.0pp |
| Annual return | 10.30% | 79.19%-68.9pp | 68.23%-57.9pp | 372.94%-362.6pp |
| Employer contribution / active EE | $2,257 | $5,243-57.0% | $4,856-53.5% | $4,751-52.5% |
| Participant deferral / active EE | $4,218 | $8,100-47.9% | $7,758-45.6% | $6,710-37.1% |
| Admin fee / account holder | $27,326 | $12,400+120.4% | $10,762+153.9% | $11,403+139.6% |