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 | $10,543 | $82,630-87.2% | $64,105-83.6% | $125,391-91.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -5.32% | 1489.72%-1495.0pp | 791.24%-796.6pp | 282.22%-287.5pp |
| Employer contribution / active EE | $1,487 | $2,671-44.3% | $1,820-18.3% | $4,866-69.4% |
| Participant deferral / active EE | $4,514 | $3,608+25.1% | $2,822+60.0% | $5,352-15.7% |
| Admin fee / account holder | $889 | $6,382-86.1% | $4,499-80.2% | $9,540-90.7% |