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 | $21,047 | $56,199-62.5% | $67,652-68.9% | $59,632-64.7% |
| Participation rate | 53.5% | 71.5%-18.0pp | 75.7%-22.2pp | 68.7%-15.2pp |
| Annual return | -4.22% | 18505.31%-18509.5pp | 6625.04%-6629.3pp | 2041.28%-2045.5pp |
| Employer contribution / active EE | $1,339 | $1,614-17.0% | $2,266-40.9% | $2,203-39.2% |
| Participant deferral / active EE | $2,277 | $2,844-19.9% | $3,560-36.0% | $3,192-28.7% |
| Admin fee / account holder | $1,643 | $3,958-58.5% | $4,821-65.9% | $4,297-61.8% |