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 8-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 | $4,466 | $106,890-95.8% | $84,015-94.7% | $152,861-97.1% |
| Participation rate | 63.6% | 75.2%-11.6pp | 69.0%-5.4pp | 82.4%-18.8pp |
| Annual return | -49.62% | 104.99%-154.6pp | 71.31%-120.9pp | 345.32%-394.9pp |
| Employer contribution / active EE | $615 | $2,734-77.5% | $1,983-69.0% | $4,762-87.1% |
| Participant deferral / active EE | $1,608 | $4,011-59.9% | $3,239-50.3% | $5,850-72.5% |
| Admin fee / account holder | $1,522 | $8,285-81.6% | $6,101-75.0% | $11,596-86.9% |