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 8-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 | $16,451 | $71,883-77.1% | $86,677-81.0% | $68,494-76.0% |
| Participation rate | 35.8% | 72.2%-36.4pp | 76.6%-40.7pp | 67.9%-32.0pp |
| Annual return | -22.75% | 3.52%-26.3pp | 35.91%-58.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $1,125 | $2,173-48.2% | $2,836-60.3% | $2,596-56.7% |
| Participant deferral / active EE | $2,371 | $3,779-37.2% | $4,656-49.1% | $4,027-41.1% |
| Admin fee / account holder | $1,115 | $6,112-81.8% | $7,493-85.1% | $5,403-79.4% |