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 | $9,118 | $52,681-82.7% | $75,781-88.0% | $59,632-84.7% |
| Participation rate | 26.7% | 67.2%-40.6pp | 75.8%-49.2pp | 68.7%-42.0pp |
| Annual return | -6.41% | 2.95%-9.4pp | 9.68%-16.1pp | 2041.28%-2047.7pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,419 | $2,591-45.2% | $3,651-61.1% | $3,192-55.5% |
| Admin fee / account holder | $3,992 | $3,610+10.6% | $5,299-24.7% | $4,297-7.1% |