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 | $19,808 | $217,402-90.9% | $185,823-89.3% | $167,490-88.2% |
| Participation rate | 60.0% | 86.0%-26.0pp | 81.7%-21.7pp | 82.1%-22.1pp |
| Annual return | 4.20% | 148.36%-144.2pp | 122.05%-117.9pp | 478.56%-474.4pp |
| Employer contribution / active EE | $8,247 | $5,873+40.4% | $5,167+59.6% | $4,837+70.5% |
| Participant deferral / active EE | $3,900 | $6,356-38.6% | $5,568-30.0% | $6,341-38.5% |
| Admin fee / account holder | $157,376 | $19,811+694.4% | $16,237+869.2% | $12,309+1178.5% |