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 | $9,235 | $165,984-94.4% | $164,813-94.4% | $145,922-93.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | -16.78% | 100.03%-116.8pp | 69.93%-86.7pp | 561.29%-578.1pp |
| Employer contribution / active EE | $3,851 | $5,273-27.0% | $4,341-11.3% | $4,660-17.4% |
| Participant deferral / active EE | $7,194 | $6,959+3.4% | $6,031+19.3% | $6,688+7.6% |
| Admin fee / account holder | $14,028 | $16,648-15.7% | $12,690+10.5% | $13,397+4.7% |