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 7-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 | $11,393 | $167,484-93.2% | $151,611-92.5% | $134,475-91.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -23.00% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-441.0pp |
| Employer contribution / active EE | $2,732 | $6,829-60.0% | $6,166-55.7% | $4,740-42.4% |
| Participant deferral / active EE | $4,893 | $8,986-45.6% | $8,363-41.5% | $6,400-23.5% |
| Admin fee / account holder | $3,168 | $13,783-77.0% | $11,616-72.7% | $11,426-72.3% |