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 | $9,145 | $115,882-92.1% | $100,516-90.9% | $158,922-94.2% |
| Participation rate | 42.1% | 81.6%-39.5pp | 79.4%-37.3pp | 82.0%-39.9pp |
| Annual return | 5.67% | 34.79%-29.1pp | 30.89%-25.2pp | 302.83%-297.2pp |
| Employer contribution / active EE | $1,070 | $4,103-73.9% | $3,418-68.7% | $4,761-77.5% |
| Participant deferral / active EE | $2,331 | $6,674-65.1% | $6,270-62.8% | $5,982-61.0% |
| Admin fee / account holder | $2,846 | $10,995-74.1% | $8,081-64.8% | $11,246-74.7% |