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 9-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 | $5,352 | $92,703-94.2% | $82,719-93.5% | $134,475-96.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -29.25% | 944.92%-974.2pp | 701.18%-730.4pp | 417.96%-447.2pp |
| Employer contribution / active EE | $1,469 | $3,274-55.1% | $3,009-51.2% | $4,740-69.0% |
| Participant deferral / active EE | $1,147 | $4,802-76.1% | $4,395-73.9% | $6,400-82.1% |
| Admin fee / account holder | $950 | $5,983-84.1% | $5,329-82.2% | $11,426-91.7% |