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 | $11,634 | $95,971-87.9% | $74,550-84.4% | $135,375-91.4% |
| Participation rate | 47.1% | 75.7%-28.6pp | 69.1%-22.1pp | 82.6%-35.6pp |
| Annual return | -25.29% | 56.96%-82.3pp | 32.53%-57.8pp | 519.73%-545.0pp |
| Employer contribution / active EE | $829 | $2,716-69.5% | $1,961-57.7% | $4,779-82.6% |
| Participant deferral / active EE | $1,978 | $3,843-48.5% | $3,108-36.4% | $5,609-64.7% |
| Admin fee / account holder | $938 | $6,522-85.6% | $5,060-81.5% | $10,827-91.3% |