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 | $1,081 | $150,440-99.3% | $136,294-99.2% | $147,584-99.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.64% | 1049.08%-1039.4pp | 5155.94%-5146.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $5,178 | $5,256-1.5% | $4,695+10.3% | $4,876+6.2% |
| Participant deferral / active EE | $9,206 | $6,630+38.8% | $6,247+47.4% | $5,439+69.3% |
| Admin fee / account holder | $39,052 | $10,905+258.1% | $9,243+322.5% | $10,885+258.8% |