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 6-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 | $18,999 | $142,344-86.7% | $119,609-84.1% | $134,475-85.9% |
| Participation rate | 63.2% | 82.8%-19.7pp | 79.3%-16.1pp | 81.2%-18.1pp |
| Annual return | -26.56% | -12.44%-14.1pp | -14.97%-11.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $3,288 | $5,222-37.0% | $4,232-22.3% | $4,740-30.6% |
| Participant deferral / active EE | $5,462 | $6,469-15.6% | $5,602-2.5% | $6,400-14.7% |
| Admin fee / account holder | $4,959 | $13,584-63.5% | $10,323-52.0% | $11,426-56.6% |