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 | $20,530 | $217,402-90.6% | $185,823-89.0% | $167,490-87.7% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 0.87% | 148.36%-147.5pp | 122.05%-121.2pp | 478.56%-477.7pp |
| Employer contribution / active EE | $2,038 | $5,873-65.3% | $5,167-60.6% | $4,837-57.9% |
| Participant deferral / active EE | $10,097 | $6,356+58.9% | $5,568+81.4% | $6,341+59.2% |
| Admin fee / account holder | $131,904 | $19,811+565.8% | $16,237+712.4% | $12,309+971.6% |