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 3-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 | $2,906 | $48,265-94.0% | $68,791-95.8% | $68,494-95.8% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -41.89% | -12.71%-29.2pp | -6.38%-35.5pp | -7.84%-34.1pp |
| Employer contribution / active EE | $659 | $1,829-64.0% | $2,655-75.2% | $2,596-74.6% |
| Participant deferral / active EE | $1,227 | $2,867-57.2% | $3,941-68.9% | $4,027-69.5% |
| Admin fee / account holder | $645 | $4,355-85.2% | $4,932-86.9% | $5,403-88.1% |