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 9-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 | $15,112 | $71,883-79.0% | $86,677-82.6% | $68,494-77.9% |
| Participation rate | 64.5% | 72.2%-7.7pp | 76.6%-12.1pp | 67.9%-3.4pp |
| Annual return | -21.83% | 3.52%-25.4pp | 35.91%-57.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,645 | $2,173-24.3% | $2,836-42.0% | $2,596-36.6% |
| Participant deferral / active EE | $3,874 | $3,779+2.5% | $4,656-16.8% | $4,027-3.8% |
| Admin fee / account holder | $2,738 | $6,112-55.2% | $7,493-63.5% | $5,403-49.3% |