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 | $5,631 | $32,117-82.5% | $71,086-92.1% | $64,186-91.2% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.7%-22.7pp | 69.6%-37.6pp |
| Annual return | -13.46% | -5.57%-7.9pp | 650.59%-664.0pp | 7.63%-21.1pp |
| Employer contribution / active EE | $477 | $712-33.1% | $1,088-56.2% | $2,381-80.0% |
| Participant deferral / active EE | $785 | $1,263-37.8% | $1,874-58.1% | $3,470-77.4% |
| Admin fee / account holder | $933 | $2,759-66.2% | $3,082-69.7% | $4,888-80.9% |