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 9-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 | $10,706 | $68,547-84.4% | $120,354-91.1% | $80,856-86.8% |
| Participation rate | 50.0% | 61.6%-11.6pp | 71.9%-21.9pp | 67.6%-17.6pp |
| Annual return | -8.35% | 23.60%-32.0pp | 107.15%-115.5pp | 35.59%-43.9pp |
| Employer contribution / active EE | $756 | $2,051-63.2% | $3,463-78.2% | $2,755-72.6% |
| Participant deferral / active EE | $1,836 | $3,173-42.1% | $4,991-63.2% | $4,296-57.3% |
| Admin fee / account holder | $4,802 | $5,732-16.2% | $9,423-49.0% | $6,918-30.6% |