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 | $277 | $53,516-99.5% | $126,539-99.8% | $84,808-99.7% |
| Participation rate | 2.7% | 58.2%-55.5pp | 69.8%-67.1pp | 68.3%-65.6pp |
| Annual return | -105.63% | 58.34%-164.0pp | 425.95%-531.6pp | 40.90%-146.5pp |
| Employer contribution / active EE | $1,383 | $1,535-9.9% | $3,674-62.4% | $2,631-47.4% |
| Participant deferral / active EE | $2,955 | $2,671+10.6% | $4,083-27.6% | $4,212-29.8% |
| Admin fee / account holder | $50,465 | $4,497+1022.3% | $6,065+732.1% | $7,344+587.2% |