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 5-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 | $6,554 | $49,280-86.7% | $67,313-90.3% | $64,186-89.8% |
| Participation rate | 61.8% | 60.8%+1.0pp | 69.1%-7.3pp | 69.6%-7.8pp |
| Annual return | -8.98% | -1.39%-7.6pp | -4.08%-4.9pp | 7.63%-16.6pp |
| Employer contribution / active EE | $735 | $1,668-55.9% | $2,566-71.3% | $2,381-69.1% |
| Participant deferral / active EE | $1,960 | $2,484-21.1% | $3,568-45.1% | $3,470-43.5% |
| Admin fee / account holder | $2,092 | $3,863-45.8% | $4,507-53.6% | $4,888-57.2% |