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 7-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 | $9,699 | $190,805-94.9% | $159,960-93.9% | $134,475-92.8% |
| Participation rate | 42.1% | 81.9%-39.8pp | 78.0%-35.8pp | 81.2%-39.1pp |
| Annual return | -21.24% | 552.23%-573.5pp | 408.60%-429.8pp | 417.96%-439.2pp |
| Employer contribution / active EE | $732 | $4,995-85.4% | $4,226-82.7% | $4,740-84.6% |
| Participant deferral / active EE | $2,243 | $6,923-67.6% | $6,182-63.7% | $6,400-64.9% |
| Admin fee / account holder | $1,173 | $10,471-88.8% | $8,698-86.5% | $11,426-89.7% |