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 | $10,620 | $77,813-86.4% | $123,544-91.4% | $64,186-83.5% |
| Participation rate | 55.1% | 74.7%-19.7pp | 82.3%-27.2pp | 69.6%-14.5pp |
| Annual return | -17.41% | 12.48%-29.9pp | 119.20%-136.6pp | 7.63%-25.0pp |
| Employer contribution / active EE | $1,186 | $3,014-60.7% | $4,628-74.4% | $2,381-50.2% |
| Participant deferral / active EE | $3,259 | $5,240-37.8% | $6,426-49.3% | $3,470-6.1% |
| Admin fee / account holder | $452 | $5,519-91.8% | $9,284-95.1% | $4,888-90.8% |