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 | $1,665 | $108,919-98.5% | $100,391-98.3% | $145,922-98.9% |
| Participation rate | 33.3% | 82.9%-49.6pp | 81.5%-48.1pp | 80.3%-46.9pp |
| Annual return | -10.49% | 57.88%-68.4pp | 49.20%-59.7pp | 561.29%-571.8pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $8,445-100.0% | $8,082-100.0% | $6,688-100.0% |
| Admin fee / account holder | $413 | $9,689-95.7% | $7,899-94.8% | $13,397-96.9% |