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 7-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 | $11,855 | $63,442-81.3% | $68,791-82.8% | $66,914-82.3% |
| Participation rate | 45.5% | 60.0%-14.4pp | 69.0%-23.5pp | 69.8%-24.3pp |
| Annual return | -23.77% | -8.29%-15.5pp | -6.38%-17.4pp | 1.58%-25.4pp |
| Employer contribution / active EE | $899 | $1,775-49.4% | $2,655-66.2% | $2,544-64.7% |
| Participant deferral / active EE | $1,660 | $2,945-43.6% | $3,941-57.9% | $4,237-60.8% |
| Admin fee / account holder | $439 | $577-23.9% | $4,932-91.1% | $593-26.0% |