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 | $15,476 | $81,900-81.1% | $119,609-87.1% | $68,494-77.4% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.3%-39.3pp | 67.9%-27.9pp |
| Annual return | -25.71% | -23.82%-1.9pp | -14.97%-10.7pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,061 | $2,693-60.6% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $2,267 | $4,148-45.3% | $5,602-59.5% | $4,027-43.7% |
| Admin fee / account holder | $734 | $6,582-88.8% | $10,323-92.9% | $5,403-86.4% |