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 10-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 | $2,714 | $90,503-97.0% | $78,689-96.6% | $273,961-99.0% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | -11.14% | 75.60%-86.7pp | 62.18%-73.3pp | 41.45%-52.6pp |
| Employer contribution / active EE | $464 | $3,176-85.4% | $2,851-83.7% | $4,869-90.5% |
| Participant deferral / active EE | $1,368 | $3,901-64.9% | $3,517-61.1% | $5,287-74.1% |
| Admin fee / account holder | $849 | $5,263-83.9% | $4,510-81.2% | $10,132-91.6% |