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 | $21,030 | $185,822-88.7% | $169,993-87.6% | $139,434-84.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 1.95% | 60.50%-58.5pp | 53.37%-51.4pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,801 | $7,590-63.1% | $6,785-58.7% | $4,751-41.0% |
| Participant deferral / active EE | $10,109 | $11,622-13.0% | $10,408-2.9% | $6,710+50.6% |
| Admin fee / account holder | $28,494 | $15,381+85.3% | $12,815+122.3% | $11,403+149.9% |