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 9-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 | $14,355 | $142,344-89.9% | $119,609-88.0% | $134,475-89.3% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -33.90% | -12.44%-21.5pp | -14.97%-18.9pp | 417.96%-451.9pp |
| Employer contribution / active EE | $1,272 | $5,222-75.6% | $4,232-69.9% | $4,740-73.2% |
| Participant deferral / active EE | $5,574 | $6,469-13.8% | $5,602-0.5% | $6,400-12.9% |
| Admin fee / account holder | $5,277 | $13,584-61.2% | $10,323-48.9% | $11,426-53.8% |