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 | $11,870 | $138,065-91.4% | $123,544-90.4% | $135,375-91.2% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -12.85% | 153.68%-166.5pp | 119.20%-132.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,854 | $5,151-64.0% | $4,628-59.9% | $4,779-61.2% |
| Participant deferral / active EE | $4,297 | $6,799-36.8% | $6,426-33.1% | $5,609-23.4% |
| Admin fee / account holder | $439 | $10,916-96.0% | $9,284-95.3% | $10,827-95.9% |