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 6-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 | $2,269 | $92,703-97.6% | $82,719-97.3% | $134,475-98.3% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -47.22% | 944.92%-992.1pp | 701.18%-748.4pp | 417.96%-465.2pp |
| Employer contribution / active EE | $1,082 | $3,274-66.9% | $3,009-64.0% | $4,740-77.2% |
| Participant deferral / active EE | $1,588 | $4,802-66.9% | $4,395-63.9% | $6,400-75.2% |
| Admin fee / account holder | $2,693 | $5,983-55.0% | $5,329-49.5% | $11,426-76.4% |