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 | $8,052 | $99,032-91.9% | $80,019-89.9% | $135,375-94.1% |
| Participation rate | 64.3% | 78.4%-14.1pp | 75.8%-11.5pp | 82.6%-18.4pp |
| Annual return | -15.23% | 15.39%-30.6pp | 11.22%-26.4pp | 519.73%-535.0pp |
| Employer contribution / active EE | $6,094 | $3,043+100.2% | $2,468+146.9% | $4,779+27.5% |
| Participant deferral / active EE | $3,421 | $4,282-20.1% | $3,686-7.2% | $5,609-39.0% |
| Admin fee / account holder | $9,622 | $10,436-7.8% | $6,521+47.6% | $10,827-11.1% |