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 | $10,270 | $43,550-76.4% | $63,517-83.8% | $52,331-80.4% |
| Participation rate | 58.7% | 65.7%-7.0pp | 71.0%-12.3pp | 68.1%-9.4pp |
| Annual return | -7.77% | 2.03%-9.8pp | -70.30%+62.5pp | 4.54%-12.3pp |
| Employer contribution / active EE | $1,720 | $1,351+27.3% | $2,322-25.9% | $1,882-8.6% |
| Participant deferral / active EE | $2,396 | $2,254+6.3% | $2,953-18.9% | $3,022-20.7% |
| Admin fee / account holder | $388 | $387+0.2% | $5,892-93.4% | $592-34.5% |