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 | $3,136 | $93,024-96.6% | $77,024-95.9% | $134,475-97.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -22.55% | 62.60%-85.1pp | 42.32%-64.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $621 | $3,418-81.8% | $2,812-77.9% | $4,740-86.9% |
| Participant deferral / active EE | $951 | $5,238-81.9% | $4,426-78.5% | $6,400-85.1% |
| Admin fee / account holder | $2,866 | $6,944-58.7% | $5,425-47.2% | $11,426-74.9% |