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 | $9,583 | $49,280-80.6% | $67,313-85.8% | $64,186-85.1% |
| Participation rate | 36.1% | 60.8%-24.7pp | 69.1%-33.0pp | 69.6%-33.5pp |
| Annual return | -11.15% | -1.39%-9.8pp | -4.08%-7.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $284 | $1,668-83.0% | $2,566-88.9% | $2,381-88.1% |
| Participant deferral / active EE | $1,319 | $2,484-46.9% | $3,568-63.0% | $3,470-62.0% |
| Admin fee / account holder | $1,735 | $3,863-55.1% | $4,507-61.5% | $4,888-64.5% |