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 9-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 | $8,611 | $90,600-90.5% | $79,464-89.2% | $135,375-93.6% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 82.6%-25.5pp |
| Annual return | -30.12% | 977.43%-1007.6pp | 718.14%-748.3pp | 519.73%-549.9pp |
| Employer contribution / active EE | $1,450 | $3,068-52.7% | $2,800-48.2% | $4,779-69.7% |
| Participant deferral / active EE | $3,057 | $4,050-24.5% | $3,704-17.5% | $5,609-45.5% |
| Admin fee / account holder | $374 | $5,907-93.7% | $5,113-92.7% | $10,827-96.6% |