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 8-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 | $5,179 | $97,757-94.7% | $83,848-93.8% | $135,375-96.2% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -143.60% | 1287.37%-1431.0pp | 850.88%-994.5pp | 519.73%-663.3pp |
| Employer contribution / active EE | $1,442 | $4,222-65.9% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,141 | $4,682-54.3% | $4,082-47.5% | $5,609-61.8% |
| Admin fee / account holder | $507 | $6,674-92.4% | $5,478-90.8% | $10,827-95.3% |