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 | $16,439 | $100,754-83.7% | $86,677-81.0% | $134,475-87.8% |
| Participation rate | 33.3% | 78.9%-45.6pp | 76.6%-43.2pp | 81.2%-47.9pp |
| Annual return | -22.03% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,466 | $3,489-58.0% | $2,836-48.3% | $4,740-69.1% |
| Participant deferral / active EE | $2,951 | $5,338-44.7% | $4,656-36.6% | $6,400-53.9% |
| Admin fee / account holder | $815 | $10,926-92.5% | $7,493-89.1% | $11,426-92.9% |