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 | $15,630 | $138,065-88.7% | $123,544-87.3% | $135,375-88.5% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -14.90% | 153.68%-168.6pp | 119.20%-134.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,430 | $5,151-52.8% | $4,628-47.5% | $4,779-49.2% |
| Participant deferral / active EE | $4,159 | $6,799-38.8% | $6,426-35.3% | $5,609-25.9% |
| Admin fee / account holder | $630 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |