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 | $9,199 | $45,566-79.8% | $64,105-85.7% | $59,632-84.6% |
| Participation rate | 55.6% | 60.2%-4.6pp | 68.2%-12.6pp | 68.7%-13.1pp |
| Annual return | -9.29% | 4.95%-14.2pp | 791.24%-800.5pp | 2041.28%-2050.6pp |
| Employer contribution / active EE | $1,664 | $934+78.1% | $1,820-8.6% | $2,203-24.4% |
| Participant deferral / active EE | $2,751 | $2,057+33.8% | $2,822-2.5% | $3,192-13.8% |
| Admin fee / account holder | $2,010 | $3,268-38.5% | $4,499-55.3% | $4,297-53.2% |