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 | $13,766 | $95,971-85.7% | $74,550-81.5% | $135,375-89.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -10.76% | 56.96%-67.7pp | 32.53%-43.3pp | 519.73%-530.5pp |
| Employer contribution / active EE | $531 | $2,716-80.4% | $1,961-72.9% | $4,779-88.9% |
| Participant deferral / active EE | $5,930 | $3,843+54.3% | $3,108+90.8% | $5,609+5.7% |
| Admin fee / account holder | $364 | $6,522-94.4% | $5,060-92.8% | $10,827-96.6% |