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 | $6,043 | $69,518-91.3% | $59,878-89.9% | $135,375-95.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -12.11% | 7.94%-20.1pp | 3.46%-15.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,250 | $3,235-61.4% | $2,722-54.1% | $4,779-73.9% |
| Participant deferral / active EE | $1,295 | $4,206-69.2% | $3,402-61.9% | $5,609-76.9% |
| Admin fee / account holder | $387 | $5,734-93.3% | $3,590-89.2% | $10,827-96.4% |