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 7-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 | $6,291 | $46,674-86.5% | $117,472-94.6% | $68,494-90.8% |
| Participation rate | 27.3% | 56.8%-29.5pp | 70.6%-43.3pp | 67.9%-40.6pp |
| Annual return | -24.90% | -14.52%-10.4pp | 29.74%-54.6pp | -7.84%-17.1pp |
| Employer contribution / active EE | $310 | $1,505-79.4% | $4,176-92.6% | $2,596-88.1% |
| Participant deferral / active EE | $1,136 | $2,636-56.9% | $4,070-72.1% | $4,027-71.8% |
| Admin fee / account holder | $448 | $4,020-88.9% | $5,645-92.1% | $5,403-91.7% |