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 | $7,169 | $127,100-94.4% | $105,738-93.2% | $135,375-94.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -437.49% | 4.49%-442.0pp | 6.27%-443.8pp | 519.73%-957.2pp |
| Employer contribution / active EE | $1,270 | $4,107-69.1% | $3,268-61.1% | $4,779-73.4% |
| Participant deferral / active EE | $6,757 | $5,064+33.4% | $4,080+65.6% | $5,609+20.5% |
| Admin fee / account holder | $6,224 | $9,087-31.5% | $6,913-10.0% | $10,827-42.5% |