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 | $9,603 | $45,152-78.7% | $73,843-87.0% | $59,632-83.9% |
| Participation rate | 36.8% | 64.0%-27.3pp | 73.4%-36.7pp | 68.7%-31.9pp |
| Annual return | -2.97% | 27.40%-30.4pp | 2267.84%-2270.8pp | 2041.28%-2044.3pp |
| Employer contribution / active EE | $547 | $1,902-71.2% | $2,787-80.4% | $2,203-75.2% |
| Participant deferral / active EE | $1,519 | $2,574-41.0% | $3,583-57.6% | $3,192-52.4% |
| Admin fee / account holder | $6,402 | $3,516+82.1% | $4,880+31.2% | $4,297+49.0% |