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 | $10,849 | $97,757-88.9% | $83,848-87.1% | $135,375-92.0% |
| Participation rate | 21.1% | 80.0%-58.9pp | 76.1%-55.1pp | 82.6%-61.6pp |
| Annual return | -9.91% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $732 | $4,222-82.7% | $3,631-79.8% | $4,779-84.7% |
| Participant deferral / active EE | $1,878 | $4,682-59.9% | $4,082-54.0% | $5,609-66.5% |
| Admin fee / account holder | $566 | $6,674-91.5% | $5,478-89.7% | $10,827-94.8% |