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 5-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 | $9,509 | $49,173-80.7% | $121,098-92.1% | $75,163-87.3% |
| Participation rate | 29.4% | 55.4%-26.0pp | 69.5%-40.1pp | 67.2%-37.8pp |
| Annual return | 3.66% | 55.99%-52.3pp | 985.75%-982.1pp | 160.62%-157.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,421 | $2,628-45.9% | $4,080-65.2% | $4,125-65.5% |
| Admin fee / account holder | $872 | $3,942-77.9% | $5,644-84.6% | $5,651-84.6% |