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 | $8,998 | $105,998-91.5% | $92,233-90.2% | $147,584-93.9% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | -102.26% | 50.05%-152.3pp | 176.28%-278.5pp | 578.55%-680.8pp |
| Employer contribution / active EE | $3,910 | $4,333-9.8% | $3,679+6.3% | $4,876-19.8% |
| Participant deferral / active EE | $6,977 | $4,478+55.8% | $3,897+79.0% | $5,439+28.3% |
| Admin fee / account holder | $1,618 | $6,332-74.4% | $5,194-68.8% | $10,885-85.1% |