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 | $2,213 | $107,791-97.9% | $90,645-97.6% | $135,375-98.4% |
| Participation rate | 66.7% | 78.0%-11.4pp | 74.0%-7.4pp | 82.6%-16.0pp |
| Annual return | -10.94% | -0.90%-10.0pp | 1.88%-12.8pp | 519.73%-530.7pp |
| Employer contribution / active EE | $548 | $3,018-81.8% | $2,532-78.4% | $4,779-88.5% |
| Participant deferral / active EE | $548 | $3,872-85.8% | $3,425-84.0% | $5,609-90.2% |
| Admin fee / account holder | $2,748 | $5,930-53.7% | $4,994-45.0% | $10,827-74.6% |