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 | $4,161 | $84,527-95.1% | $67,711-93.9% | $125,391-96.7% |
| Participation rate | 50.0% | 74.8%-24.8pp | 67.5%-17.5pp | 83.2%-33.2pp |
| Annual return | -10.51% | 2.57%-13.1pp | 25.41%-35.9pp | 282.22%-292.7pp |
| Employer contribution / active EE | $586 | $3,292-82.2% | $2,559-77.1% | $4,866-88.0% |
| Participant deferral / active EE | $604 | $4,429-86.4% | $3,585-83.2% | $5,352-88.7% |
| Admin fee / account holder | $518 | $5,340-90.3% | $4,255-87.8% | $9,540-94.6% |