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 7-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 | $10,691 | $190,805-94.4% | $159,960-93.3% | $134,475-92.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -25.48% | 552.23%-577.7pp | 408.60%-434.1pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,749 | $4,995-65.0% | $4,226-58.6% | $4,740-63.1% |
| Participant deferral / active EE | $2,800 | $6,923-59.6% | $6,182-54.7% | $6,400-56.2% |
| Admin fee / account holder | $5,780 | $10,471-44.8% | $8,698-33.5% | $11,426-49.4% |