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 | $19,308 | $113,935-83.1% | $94,224-79.5% | $125,391-84.6% |
| Participation rate | 14.3% | 82.9%-68.6pp | 78.8%-64.5pp | 83.2%-68.9pp |
| Annual return | -51.35% | 5.29%-56.6pp | 10.68%-62.0pp | 282.22%-333.6pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,876 | $5,179-63.8% | $4,320-56.6% | $5,352-64.9% |
| Admin fee / account holder | $25,597 | $8,391+205.1% | $6,269+308.3% | $9,540+168.3% |