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 | $8,514 | $54,726-84.4% | $68,793-87.6% | $64,186-86.7% |
| Participation rate | 43.8% | 68.0%-24.3pp | 72.2%-28.5pp | 69.6%-25.8pp |
| Annual return | -9.05% | -1.62%-7.4pp | -4.63%-4.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $582 | $1,846-68.5% | $2,625-77.8% | $2,381-75.6% |
| Participant deferral / active EE | $1,164 | $2,626-55.7% | $3,311-64.9% | $3,470-66.5% |
| Admin fee / account holder | $993 | $4,027-75.3% | $5,131-80.6% | $4,888-79.7% |