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 8-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 | $13,019 | $180,449-92.8% | $154,107-91.6% | $135,375-90.4% |
| Participation rate | 62.5% | 87.4%-24.9pp | 83.0%-20.5pp | 82.6%-20.1pp |
| Annual return | -12.44% | 888.09%-900.5pp | 735.12%-747.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $1,555 | $6,035-74.2% | $5,298-70.6% | $4,779-67.5% |
| Participant deferral / active EE | $4,735 | $5,806-18.4% | $5,081-6.8% | $5,609-15.6% |
| Admin fee / account holder | $768 | $16,143-95.2% | $13,411-94.3% | $10,827-92.9% |