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 9-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 | $12,928 | $115,770-88.8% | $101,248-87.2% | $158,922-91.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 2.70% | 56.14%-53.4pp | 46.47%-43.8pp | 302.83%-300.1pp |
| Employer contribution / active EE | $1,920 | $4,175-54.0% | $3,660-47.5% | $4,761-59.7% |
| Participant deferral / active EE | $1,695 | $4,957-65.8% | $4,370-61.2% | $5,982-71.7% |
| Admin fee / account holder | $96,392 | $7,245+1230.5% | $5,945+1521.3% | $11,246+757.1% |