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 | $8,669 | $42,894-79.8% | $60,874-85.8% | $68,494-87.3% |
| Participation rate | 36.7% | 66.8%-30.1pp | 73.1%-36.4pp | 67.9%-31.2pp |
| Annual return | -29.73% | -13.98%-15.8pp | 16.90%-46.6pp | -7.84%-21.9pp |
| Employer contribution / active EE | $1,709 | $1,978-13.6% | $2,701-36.7% | $2,596-34.2% |
| Participant deferral / active EE | $1,767 | $2,867-38.4% | $3,817-53.7% | $4,027-56.1% |
| Admin fee / account holder | $6,196 | $3,101+99.8% | $3,224+92.2% | $5,403+14.7% |