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 | $13,109 | $138,065-90.5% | $123,544-89.4% | $135,375-90.3% |
| Participation rate | 35.7% | 84.7%-49.0pp | 82.3%-46.6pp | 82.6%-46.9pp |
| Annual return | -9.76% | 153.68%-163.4pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,538 | $5,151-70.1% | $4,628-66.8% | $4,779-67.8% |
| Participant deferral / active EE | $2,554 | $6,799-62.4% | $6,426-60.3% | $5,609-54.5% |
| Admin fee / account holder | $437 | $10,916-96.0% | $9,284-95.3% | $10,827-96.0% |