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 | $11,162 | $82,664-86.5% | $125,339-91.1% | $68,494-83.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 82.4%-15.7pp | 67.9%-1.2pp |
| Annual return | -23.48% | -5.97%-17.5pp | 572.05%-595.5pp | -7.84%-15.6pp |
| Employer contribution / active EE | $2,075 | $3,381-38.6% | $4,814-56.9% | $2,596-20.1% |
| Participant deferral / active EE | $4,588 | $6,110-24.9% | $7,446-38.4% | $4,027+13.9% |
| Admin fee / account holder | $1,774 | $6,275-71.7% | $10,010-82.3% | $5,403-67.2% |