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 | $10,246 | $64,707-84.2% | $112,228-90.9% | $68,494-85.0% |
| Participation rate | 60.3% | 67.2%-6.9pp | 75.1%-14.8pp | 67.9%-7.6pp |
| Annual return | -20.29% | -11.40%-8.9pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,469 | $2,746-46.5% | $3,635-59.6% | $2,596-43.4% |
| Participant deferral / active EE | $1,919 | $3,565-46.2% | $4,728-59.4% | $4,027-52.4% |
| Admin fee / account holder | $362 | $5,232-93.1% | $6,410-94.4% | $5,403-93.3% |