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 | $1,560 | $90,600-98.3% | $79,464-98.0% | $135,375-98.8% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -37.32% | 977.43%-1014.8pp | 718.14%-755.5pp | 519.73%-557.1pp |
| Employer contribution / active EE | $90 | $3,068-97.1% | $2,800-96.8% | $4,779-98.1% |
| Participant deferral / active EE | $641 | $4,050-84.2% | $3,704-82.7% | $5,609-88.6% |
| Admin fee / account holder | $325 | $5,907-94.5% | $5,113-93.6% | $10,827-97.0% |