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 8-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 | $19,695 | $83,477-76.4% | $125,175-84.3% | $72,985-73.0% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | -8.29% | 25.78%-34.1pp | 43.79%-52.1pp | 81.00%-89.3pp |
| Employer contribution / active EE | $1,637 | $2,345-30.2% | $3,865-57.7% | $2,440-32.9% |
| Participant deferral / active EE | $3,172 | $3,585-11.5% | $4,937-35.7% | $3,607-12.1% |
| Admin fee / account holder | $968 | $5,517-82.4% | $9,702-90.0% | $5,124-81.1% |