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 4-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 | $13,970 | $167,484-91.7% | $151,611-90.8% | $134,475-89.6% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -27.79% | 7.80%-35.6pp | 3.33%-31.1pp | 417.96%-445.8pp |
| Employer contribution / active EE | $2,355 | $6,829-65.5% | $6,166-61.8% | $4,740-50.3% |
| Participant deferral / active EE | $3,636 | $8,986-59.5% | $8,363-56.5% | $6,400-43.2% |
| Admin fee / account holder | $395 | $13,783-97.1% | $11,616-96.6% | $11,426-96.5% |