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 | $21,736 | $73,004-70.2% | $90,749-76.0% | $68,494-68.3% |
| Participation rate | 57.5% | 70.8%-13.3pp | 75.7%-18.2pp | 67.9%-10.4pp |
| Annual return | -19.25% | -13.81%-5.4pp | -12.16%-7.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,428 | $2,193-34.9% | $2,921-51.1% | $2,596-45.0% |
| Participant deferral / active EE | $3,106 | $3,627-14.3% | $4,564-31.9% | $4,027-22.9% |
| Admin fee / account holder | $3,539 | $5,896-40.0% | $8,445-58.1% | $5,403-34.5% |