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 | $12,546 | $97,757-87.2% | $83,848-85.0% | $135,375-90.7% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -11.11% | 1287.37%-1298.5pp | 850.88%-862.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $1,022 | $4,222-75.8% | $3,631-71.8% | $4,779-78.6% |
| Participant deferral / active EE | $2,422 | $4,682-48.3% | $4,082-40.7% | $5,609-56.8% |
| Admin fee / account holder | $523 | $6,674-92.2% | $5,478-90.4% | $10,827-95.2% |