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 | $5,585 | $52,836-89.4% | $105,738-94.7% | $64,186-91.3% |
| Participation rate | 51.6% | 66.5%-15.0pp | 76.3%-24.8pp | 69.6%-18.0pp |
| Annual return | -11.75% | 14.30%-26.0pp | 6.27%-18.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,489 | $2,545-41.5% | $4,080-63.5% | $3,470-57.1% |
| Admin fee / account holder | $467 | $3,959-88.2% | $6,913-93.2% | $4,888-90.5% |