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 9-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 | $14,131 | $63,861-77.9% | $104,607-86.5% | $79,858-82.3% |
| Participation rate | 56.0% | 64.9%-8.9pp | 74.1%-18.1pp | 69.6%-13.6pp |
| Annual return | -8.90% | 21.30%-30.2pp | 340.46%-349.4pp | 31.71%-40.6pp |
| Employer contribution / active EE | $948 | $1,588-40.3% | $2,681-64.6% | $2,471-61.6% |
| Participant deferral / active EE | $1,361 | $2,693-49.5% | $3,740-63.6% | $3,740-63.6% |
| Admin fee / account holder | $2,221 | $4,185-46.9% | $6,473-65.7% | $5,306-58.1% |