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 5-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 | $14,500 | $64,707-77.6% | $112,228-87.1% | $68,494-78.8% |
| Participation rate | 44.9% | 67.2%-22.3pp | 75.1%-30.2pp | 67.9%-23.0pp |
| Annual return | -24.91% | -11.40%-13.5pp | 27.45%-52.4pp | -7.84%-17.1pp |
| Employer contribution / active EE | $1,141 | $2,746-58.4% | $3,635-68.6% | $2,596-56.0% |
| Participant deferral / active EE | $1,747 | $3,565-51.0% | $4,728-63.0% | $4,027-56.6% |
| Admin fee / account holder | $876 | $5,232-83.3% | $6,410-86.3% | $5,403-83.8% |