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 | $7,998 | $99,020-91.9% | $86,590-90.8% | $147,584-94.6% |
| Participation rate | 61.5% | 76.3%-14.8pp | 73.5%-12.0pp | 82.8%-21.3pp |
| Annual return | 6.62% | 1312.34%-1305.7pp | 964.84%-958.2pp | 578.55%-571.9pp |
| Employer contribution / active EE | $436 | $3,132-86.1% | $2,839-84.7% | $4,876-91.1% |
| Participant deferral / active EE | $3,366 | $3,972-15.3% | $3,609-6.7% | $5,439-38.1% |
| Admin fee / account holder | $8,623 | $5,710+51.0% | $4,906+75.8% | $10,885-20.8% |