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 5-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 | $6,113 | $133,958-95.4% | $112,228-94.6% | $134,475-95.5% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -28.04% | 47.11%-75.2pp | 27.45%-55.5pp | 417.96%-446.0pp |
| Employer contribution / active EE | $1,361 | $4,038-66.3% | $3,635-62.6% | $4,740-71.3% |
| Participant deferral / active EE | $1,790 | $5,291-66.2% | $4,728-62.1% | $6,400-72.0% |
| Admin fee / account holder | $1,353 | $7,489-81.9% | $6,410-78.9% | $11,426-88.2% |