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 | $15,742 | $179,726-91.2% | $156,263-89.9% | $142,382-88.9% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 7.21% | 77.86%-70.7pp | 59.47%-52.3pp | 217.08%-209.9pp |
| Employer contribution / active EE | $1,632 | $5,069-67.8% | $4,333-62.3% | $4,299-62.0% |
| Participant deferral / active EE | $3,230 | $6,956-53.6% | $6,158-47.6% | $6,507-50.4% |
| Admin fee / account holder | $2,147,341 | $17,272+12332.3% | $14,255+14964.1% | $12,624+16910.4% |