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 | $11,908 | $211,958-94.4% | $169,463-93.0% | $135,375-91.2% |
| Participation rate | 55.0% | 82.6%-27.6pp | 77.8%-22.8pp | 82.6%-27.6pp |
| Annual return | -13.29% | 3.26%-16.6pp | 1.83%-15.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,220 | $6,075-79.9% | $5,277-76.9% | $5,609-78.3% |
| Admin fee / account holder | $1,183 | $11,471-89.7% | $9,109-87.0% | $10,827-89.1% |