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 | $5,070 | $97,881-94.8% | $80,004-93.7% | $125,391-96.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 73.0%-23.0pp | 83.2%-33.2pp |
| Annual return | -29.23% | 9.36%-38.6pp | 7.63%-36.9pp | 282.22%-311.5pp |
| Employer contribution / active EE | $477 | $3,128-84.7% | $2,473-80.7% | $4,866-90.2% |
| Participant deferral / active EE | $1,431 | $3,744-61.8% | $3,204-55.3% | $5,352-73.3% |
| Admin fee / account holder | $383 | $6,278-93.9% | $5,033-92.4% | $9,540-96.0% |