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 | $7,314 | $97,757-92.5% | $83,848-91.3% | $135,375-94.6% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -21.80% | 1287.37%-1309.2pp | 850.88%-872.7pp | 519.73%-541.5pp |
| Employer contribution / active EE | $1,869 | $4,222-55.7% | $3,631-48.5% | $4,779-60.9% |
| Participant deferral / active EE | $3,573 | $4,682-23.7% | $4,082-12.5% | $5,609-36.3% |
| Admin fee / account holder | $493 | $6,674-92.6% | $5,478-91.0% | $10,827-95.4% |