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 | $18,117 | $165,335-89.0% | $149,696-87.9% | $158,922-88.6% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | -19.51% | 348.15%-367.7pp | 276.60%-296.1pp | 302.83%-322.3pp |
| Employer contribution / active EE | $977 | $5,103-80.9% | $4,644-79.0% | $4,761-79.5% |
| Participant deferral / active EE | $3,570 | $7,181-50.3% | $6,842-47.8% | $5,982-40.3% |
| Admin fee / account holder | $5,646 | $10,807-47.8% | $9,309-39.3% | $11,246-49.8% |