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 6-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 | $9,212 | $64,707-85.8% | $112,228-91.8% | $68,494-86.6% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -26.00% | -11.40%-14.6pp | 27.45%-53.5pp | -7.84%-18.2pp |
| Employer contribution / active EE | $1,314 | $2,746-52.2% | $3,635-63.9% | $2,596-49.4% |
| Participant deferral / active EE | $2,373 | $3,565-33.4% | $4,728-49.8% | $4,027-41.1% |
| Admin fee / account holder | $2,173 | $5,232-58.5% | $6,410-66.1% | $5,403-59.8% |