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 | $8,365 | $54,350-84.6% | $82,719-89.9% | $68,494-87.8% |
| Participation rate | 64.9% | 63.9%+0.9pp | 72.6%-7.7pp | 67.9%-3.0pp |
| Annual return | -24.10% | -13.67%-10.4pp | 701.18%-725.3pp | -7.84%-16.3pp |
| Employer contribution / active EE | $680 | $2,218-69.4% | $3,009-77.4% | $2,596-73.8% |
| Participant deferral / active EE | $1,866 | $3,246-42.5% | $4,395-57.5% | $4,027-53.7% |
| Admin fee / account holder | $307 | $4,395-93.0% | $5,329-94.2% | $5,403-94.3% |