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 | $28,242 | $180,449-84.3% | $154,107-81.7% | $135,375-79.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -14.92% | 888.09%-903.0pp | 735.12%-750.0pp | 519.73%-534.7pp |
| Employer contribution / active EE | $12,260 | $6,035+103.1% | $5,298+131.4% | $4,779+156.5% |
| Participant deferral / active EE | $8,216 | $5,806+41.5% | $5,081+61.7% | $5,609+46.5% |
| Admin fee / account holder | $683 | $16,143-95.8% | $13,411-94.9% | $10,827-93.7% |