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 5-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 | $7,024 | $190,805-96.3% | $159,960-95.6% | $134,475-94.8% |
| Participation rate | 44.4% | 81.9%-37.5pp | 78.0%-33.5pp | 81.2%-36.8pp |
| Annual return | -37.40% | 552.23%-589.6pp | 408.60%-446.0pp | 417.96%-455.4pp |
| Employer contribution / active EE | $1,696 | $4,995-66.0% | $4,226-59.9% | $4,740-64.2% |
| Participant deferral / active EE | $4,463 | $6,923-35.5% | $6,182-27.8% | $6,400-30.3% |
| Admin fee / account holder | $1,258 | $10,471-88.0% | $8,698-85.5% | $11,426-89.0% |