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 | $3,924 | $202,432-98.1% | $169,368-97.7% | $139,434-97.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -30.67% | 531.74%-562.4pp | 405.60%-436.3pp | 372.94%-403.6pp |
| Employer contribution / active EE | $1,840 | $4,692-60.8% | $4,013-54.1% | $4,751-61.3% |
| Participant deferral / active EE | $2,021 | $6,938-70.9% | $6,221-67.5% | $6,710-69.9% |
| Admin fee / account holder | $17,981 | $10,708+67.9% | $9,003+99.7% | $11,403+57.7% |