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 | $4,094 | $55,415-92.6% | $155,509-97.4% | $74,495-94.5% |
| Participation rate | 48.3% | 61.9%-13.6pp | 78.2%-29.9pp | 67.2%-18.9pp |
| Annual return | 9.16% | 268.50%-259.3pp | 64.67%-55.5pp | 1364.94%-1355.8pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,526 | $2,836-46.2% | $5,626-72.9% | $4,346-64.9% |
| Admin fee / account holder | $4,448 | $1,738+155.9% | $15,912-72.0% | $1,942+129.1% |