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 | $8,757 | $102,966-91.5% | $90,281-90.3% | $152,861-94.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 4.84% | 95.16%-90.3pp | 78.10%-73.3pp | 345.32%-340.5pp |
| Employer contribution / active EE | $852 | $3,139-72.9% | $2,854-70.1% | $4,762-82.1% |
| Participant deferral / active EE | $983 | $4,281-77.0% | $3,885-74.7% | $5,850-83.2% |
| Admin fee / account holder | $613 | $6,171-90.1% | $5,351-88.5% | $11,596-94.7% |