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 | $9,312 | $87,540-89.4% | $75,781-87.7% | $125,391-92.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -45.99% | 13.48%-59.5pp | 9.68%-55.7pp | 282.22%-328.2pp |
| Employer contribution / active EE | $1,240 | $3,930-68.5% | $3,323-62.7% | $4,866-74.5% |
| Participant deferral / active EE | $4,113 | $4,229-2.8% | $3,651+12.6% | $5,352-23.1% |
| Admin fee / account holder | $635 | $6,502-90.2% | $5,299-88.0% | $9,540-93.3% |