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 | $16,791 | $65,041-74.2% | $90,951-81.5% | $79,858-79.0% |
| Participation rate | 24.2% | 61.6%-37.4pp | 69.0%-44.8pp | 69.6%-45.4pp |
| Annual return | -0.87% | 30.45%-31.3pp | 134.60%-135.5pp | 31.71%-32.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,444 | $2,512-42.5% | $3,373-57.2% | $3,740-61.4% |
| Admin fee / account holder | $16,457 | $4,536+262.8% | $5,959+176.2% | $5,306+210.1% |