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 | $1,167 | $201,272-99.4% | $184,203-99.4% | $145,922-99.2% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 6.50% | 29.00%-22.5pp | 28.81%-22.3pp | 561.29%-554.8pp |
| Employer contribution / active EE | $2,739 | $7,022-61.0% | $6,427-57.4% | $4,660-41.2% |
| Participant deferral / active EE | $3,700 | $9,806-62.3% | $9,131-59.5% | $6,688-44.7% |
| Admin fee / account holder | $96,488 | $16,364+489.6% | $13,901+594.1% | $13,397+620.2% |