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 3-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 | $1,902 | $159,602-98.8% | $150,045-98.7% | $142,382-98.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | -10.59% | 70.24%-80.8pp | 62.55%-73.1pp | 217.08%-227.7pp |
| Employer contribution / active EE | $2,250 | $4,961-54.6% | $4,693-52.1% | $4,299-47.7% |
| Participant deferral / active EE | $5,644 | $8,310-32.1% | $7,997-29.4% | $6,507-13.3% |
| Admin fee / account holder | $50,989 | $14,846+243.4% | $13,435+279.5% | $12,624+303.9% |