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 | $15,392 | $50,958-69.8% | $74,550-79.4% | $64,186-76.0% |
| Participation rate | 44.4% | 61.1%-16.6pp | 69.1%-24.7pp | 69.6%-25.1pp |
| Annual return | -12.49% | -1.86%-10.6pp | 32.53%-45.0pp | 7.63%-20.1pp |
| Employer contribution / active EE | $433 | $1,115-61.2% | $1,961-77.9% | $2,381-81.8% |
| Participant deferral / active EE | $2,239 | $2,301-2.7% | $3,108-28.0% | $3,470-35.5% |
| Admin fee / account holder | $1,212 | $4,223-71.3% | $5,060-76.0% | $4,888-75.2% |