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 | $14,449 | $64,707-77.7% | $112,228-87.1% | $68,494-78.9% |
| Participation rate | 37.5% | 67.2%-29.7pp | 75.1%-37.6pp | 67.9%-30.4pp |
| Annual return | -21.04% | -11.40%-9.6pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $954 | $2,746-65.2% | $3,635-73.7% | $2,596-63.2% |
| Participant deferral / active EE | $1,979 | $3,565-44.5% | $4,728-58.1% | $4,027-50.9% |
| Admin fee / account holder | $1,315 | $5,232-74.9% | $6,410-79.5% | $5,403-75.7% |