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 | $24,559 | $94,529-74.0% | $140,016-82.5% | $64,186-61.7% |
| Participation rate | 48.5% | 84.1%-35.6pp | 87.5%-39.0pp | 69.6%-21.1pp |
| Annual return | -9.66% | 7.77%-17.4pp | 651.12%-660.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,169 | $3,812-69.3% | $5,606-79.1% | $2,381-50.9% |
| Participant deferral / active EE | $2,487 | $5,250-52.6% | $6,927-64.1% | $3,470-28.3% |
| Admin fee / account holder | $2,437 | $6,741-63.8% | $10,705-77.2% | $4,888-50.1% |