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 | $20,889 | $152,587-86.3% | $125,175-83.3% | $152,861-86.3% |
| Participation rate | 0.0% | 83.3%-83.3pp | 79.8%-79.8pp | 82.4%-82.4pp |
| Annual return | 10.00% | 54.84%-44.8pp | 43.79%-33.8pp | 345.32%-335.3pp |
| Employer contribution / active EE | $1,820 | $4,946-63.2% | $3,865-52.9% | $4,762-61.8% |
| Participant deferral / active EE | $6,864 | $5,868+17.0% | $4,937+39.0% | $5,850+17.3% |
| Admin fee / account holder | $1,166 | $13,434-91.3% | $9,702-88.0% | $11,596-89.9% |