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 6-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 | $15,414 | $179,726-91.4% | $156,263-90.1% | $142,382-89.2% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 4.18% | 77.86%-73.7pp | 59.47%-55.3pp | 217.08%-212.9pp |
| Employer contribution / active EE | $12,026 | $5,069+137.2% | $4,333+177.5% | $4,299+179.7% |
| Participant deferral / active EE | $8,688 | $6,956+24.9% | $6,158+41.1% | $6,507+33.5% |
| Admin fee / account holder | $122,144 | $17,272+607.2% | $14,255+756.9% | $12,624+867.6% |