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 10-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 | $8,006 | $49,280-83.8% | $67,313-88.1% | $64,186-87.5% |
| Participation rate | 45.5% | 60.8%-15.3pp | 69.1%-23.6pp | 69.6%-24.1pp |
| Annual return | -8.68% | -1.39%-7.3pp | -4.08%-4.6pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,019 | $1,668-38.9% | $2,566-60.3% | $2,381-57.2% |
| Participant deferral / active EE | $1,676 | $2,484-32.5% | $3,568-53.0% | $3,470-51.7% |
| Admin fee / account holder | $340 | $3,863-91.2% | $4,507-92.5% | $4,888-93.0% |