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 5-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 | $4,615 | $138,044-96.7% | $125,339-96.3% | $134,475-96.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -30.57% | 750.33%-780.9pp | 572.05%-602.6pp | 417.96%-448.5pp |
| Employer contribution / active EE | $2,099 | $5,243-60.0% | $4,814-56.4% | $4,740-55.7% |
| Participant deferral / active EE | $3,311 | $7,799-57.5% | $7,446-55.5% | $6,400-48.3% |
| Admin fee / account holder | $5,036 | $11,571-56.5% | $10,010-49.7% | $11,426-55.9% |