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 4-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 | $7,130 | $92,703-92.3% | $82,719-91.4% | $134,475-94.7% |
| Participation rate | 44.4% | 75.2%-30.7pp | 72.6%-28.1pp | 81.2%-36.8pp |
| Annual return | -21.52% | 944.92%-966.4pp | 701.18%-722.7pp | 417.96%-439.5pp |
| Employer contribution / active EE | $462 | $3,274-85.9% | $3,009-84.7% | $4,740-90.3% |
| Participant deferral / active EE | $2,033 | $4,802-57.7% | $4,395-53.8% | $6,400-68.2% |
| Admin fee / account holder | $1,999 | $5,983-66.6% | $5,329-62.5% | $11,426-82.5% |