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 | $2,556 | $104,106-97.5% | $71,086-96.4% | $135,375-98.1% |
| Participation rate | 9.5% | 65.7%-56.1pp | 54.7%-45.1pp | 82.6%-73.1pp |
| Annual return | -28.45% | 1256.30%-1284.7pp | 650.59%-679.0pp | 519.73%-548.2pp |
| Employer contribution / active EE | $171 | $1,485-88.5% | $1,088-84.3% | $4,779-96.4% |
| Participant deferral / active EE | $250 | $2,527-90.1% | $1,874-86.7% | $5,609-95.6% |
| Admin fee / account holder | $1,311 | $4,142-68.3% | $3,082-57.5% | $10,827-87.9% |