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 | $10,472 | $62,586-83.3% | $76,768-86.4% | $64,186-83.7% |
| Participation rate | 27.6% | 72.8%-45.2pp | 77.0%-49.4pp | 69.6%-42.0pp |
| Annual return | -13.34% | -1.95%-11.4pp | 2.43%-15.8pp | 7.63%-21.0pp |
| Employer contribution / active EE | $3,116 | $1,832+70.1% | $2,485+25.4% | $2,381+30.9% |
| Participant deferral / active EE | $2,871 | $3,145-8.7% | $3,852-25.4% | $3,470-17.2% |
| Admin fee / account holder | $508 | $4,667-89.1% | $6,675-92.4% | $4,888-89.6% |