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 | $7,215 | $73,867-90.2% | $143,757-95.0% | $68,494-89.5% |
| Participation rate | 61.3% | 66.7%-5.4pp | 80.3%-19.0pp | 67.9%-6.6pp |
| Annual return | -20.38% | 1.01%-21.4pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $818 | $3,184-74.3% | $4,951-83.5% | $2,596-68.5% |
| Participant deferral / active EE | $3,286 | $3,384-2.9% | $5,637-41.7% | $4,027-18.4% |
| Admin fee / account holder | $612 | $5,755-89.4% | $14,673-95.8% | $5,403-88.7% |