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 | $17,514 | $82,664-78.8% | $125,339-86.0% | $68,494-74.4% |
| Participation rate | 63.4% | 75.0%-11.6pp | 82.4%-19.0pp | 67.9%-4.5pp |
| Annual return | -34.87% | -5.97%-28.9pp | 572.05%-606.9pp | -7.84%-27.0pp |
| Employer contribution / active EE | $1,690 | $3,381-50.0% | $4,814-64.9% | $2,596-34.9% |
| Participant deferral / active EE | $5,849 | $6,110-4.3% | $7,446-21.5% | $4,027+45.2% |
| Admin fee / account holder | $5,432 | $6,275-13.4% | $10,010-45.7% | $5,403+0.5% |