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 | $14,783 | $78,694-81.2% | $67,652-78.1% | $125,391-88.2% |
| Participation rate | 63.2% | 78.8%-15.6pp | 75.7%-12.5pp | 83.2%-20.0pp |
| Annual return | -11.46% | 9.46%-20.9pp | 6625.04%-6636.5pp | 282.22%-293.7pp |
| Employer contribution / active EE | $1,286 | $3,044-57.8% | $2,266-43.2% | $4,866-73.6% |
| Participant deferral / active EE | $2,975 | $4,292-30.7% | $3,560-16.4% | $5,352-44.4% |
| Admin fee / account holder | $1,769 | $7,403-76.1% | $4,821-63.3% | $9,540-81.5% |