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 7-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 | $8,467 | $64,707-86.9% | $112,228-92.5% | $68,494-87.6% |
| Participation rate | 46.2% | 67.2%-21.0pp | 75.1%-28.9pp | 67.9%-21.7pp |
| Annual return | -20.58% | -11.40%-9.2pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $1,530 | $2,746-44.3% | $3,635-57.9% | $2,596-41.1% |
| Participant deferral / active EE | $1,754 | $3,565-50.8% | $4,728-62.9% | $4,027-56.4% |
| Admin fee / account holder | $1,727 | $5,232-67.0% | $6,410-73.1% | $5,403-68.0% |