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 | $11,755 | $62,586-81.2% | $76,768-84.7% | $64,186-81.7% |
| Participation rate | 68.6% | 72.8%-4.2pp | 77.0%-8.4pp | 69.6%-1.0pp |
| Annual return | -9.97% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,101 | $1,832-39.9% | $2,485-55.7% | $2,381-53.7% |
| Participant deferral / active EE | $2,316 | $3,145-26.3% | $3,852-39.9% | $3,470-33.2% |
| Admin fee / account holder | $321 | $4,667-93.1% | $6,675-95.2% | $4,888-93.4% |