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 | $8,929 | $211,958-95.8% | $169,463-94.7% | $135,375-93.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.25% | 3.26%-13.5pp | 1.83%-12.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $994 | $5,120-80.6% | $4,159-76.1% | $4,779-79.2% |
| Participant deferral / active EE | $1,105 | $6,075-81.8% | $5,277-79.1% | $5,609-80.3% |
| Admin fee / account holder | $1,544 | $11,471-86.5% | $9,109-83.0% | $10,827-85.7% |