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 6-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 | $7,054 | $73,867-90.5% | $143,757-95.1% | $68,494-89.7% |
| Participation rate | 44.1% | 66.7%-22.5pp | 80.3%-36.2pp | 67.9%-23.8pp |
| Annual return | -22.04% | 1.01%-23.1pp | -0.04%-22.0pp | -7.84%-14.2pp |
| Employer contribution / active EE | $984 | $3,184-69.1% | $4,951-80.1% | $2,596-62.1% |
| Participant deferral / active EE | $1,263 | $3,384-62.7% | $5,637-77.6% | $4,027-68.6% |
| Admin fee / account holder | $433 | $5,755-92.5% | $14,673-97.1% | $5,403-92.0% |