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 8-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 | $10,837 | $64,707-83.3% | $112,228-90.3% | $68,494-84.2% |
| Participation rate | 13.3% | 67.2%-53.8pp | 75.1%-61.7pp | 67.9%-54.6pp |
| Annual return | -23.27% | -11.40%-11.9pp | 27.45%-50.7pp | -7.84%-15.4pp |
| Employer contribution / active EE | $1,542 | $2,746-43.9% | $3,635-57.6% | $2,596-40.6% |
| Participant deferral / active EE | $1,572 | $3,565-55.9% | $4,728-66.8% | $4,027-61.0% |
| Admin fee / account holder | $940 | $5,232-82.0% | $6,410-85.3% | $5,403-82.6% |