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 | $8,247 | $129,942-93.7% | $104,294-92.1% | $134,475-93.9% |
| Participation rate | 52.4% | 79.5%-27.1pp | 73.3%-20.9pp | 81.2%-28.8pp |
| Annual return | -21.44% | 42.03%-63.5pp | 24.61%-46.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,526 | $4,184-63.5% | $3,372-54.7% | $4,740-67.8% |
| Participant deferral / active EE | $3,425 | $5,588-38.7% | $4,625-25.9% | $6,400-46.5% |
| Admin fee / account holder | $9,927 | $9,323+6.5% | $7,339+35.3% | $11,426-13.1% |