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 | $8,849 | $100,852-91.2% | $90,404-90.2% | $158,922-94.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 4.61% | 1724.20%-1719.6pp | 1293.02%-1288.4pp | 302.83%-298.2pp |
| Employer contribution / active EE | $1,595 | $3,689-56.8% | $3,262-51.1% | $4,761-66.5% |
| Participant deferral / active EE | $1,972 | $4,348-54.6% | $3,963-50.2% | $5,982-67.0% |
| Admin fee / account holder | $79,053 | $6,501+1116.0% | $5,611+1308.9% | $11,246+603.0% |