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 | $18,506 | $150,187-87.7% | $120,354-84.6% | $145,922-87.3% |
| Participation rate | 0.0% | 78.8%-78.8pp | 71.9%-71.9pp | 80.3%-80.3pp |
| Annual return | 6.81% | 154.07%-147.3pp | 107.15%-100.3pp | 561.29%-554.5pp |
| Employer contribution / active EE | $2,514 | $4,348-42.2% | $3,463-27.4% | $4,660-46.1% |
| Participant deferral / active EE | $7,894 | $6,173+27.9% | $4,991+58.2% | $6,688+18.0% |
| Admin fee / account holder | $53,137 | $12,207+335.3% | $9,423+463.9% | $13,397+296.6% |