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 | $1,215 | $74,888-98.4% | $71,209-98.3% | $142,382-99.1% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | -0.26% | 345.14%-345.4pp | 282.51%-282.8pp | 217.08%-217.3pp |
| Employer contribution / active EE | $467 | $2,854-83.6% | $2,721-82.8% | $4,299-89.1% |
| Participant deferral / active EE | $638 | $4,454-85.7% | $4,175-84.7% | $6,507-90.2% |
| Admin fee / account holder | $2,224 | $5,568-60.1% | $5,349-58.4% | $12,624-82.4% |