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 4-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 | $12,147 | $179,726-93.2% | $156,263-92.2% | $142,382-91.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | -0.98% | 77.86%-78.8pp | 59.47%-60.5pp | 217.08%-218.1pp |
| Employer contribution / active EE | $25,421 | $5,069+401.5% | $4,333+486.7% | $4,299+491.3% |
| Participant deferral / active EE | $37,352 | $6,956+437.0% | $6,158+506.5% | $6,507+474.0% |
| Admin fee / account holder | $329,919 | $17,272+1810.1% | $14,255+2214.5% | $12,624+2513.5% |