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 | $16,980 | $64,707-73.8% | $112,228-84.9% | $68,494-75.2% |
| Participation rate | 61.7% | 67.2%-5.4pp | 75.1%-13.4pp | 67.9%-6.2pp |
| Annual return | -21.54% | -11.40%-10.1pp | 27.45%-49.0pp | -7.84%-13.7pp |
| Employer contribution / active EE | $1,667 | $2,746-39.3% | $3,635-54.1% | $2,596-35.8% |
| Participant deferral / active EE | $3,458 | $3,565-3.0% | $4,728-26.9% | $4,027-14.1% |
| Admin fee / account holder | $816 | $5,232-84.4% | $6,410-87.3% | $5,403-84.9% |