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 | $6,680 | $76,000-91.2% | $154,107-95.7% | $64,186-89.6% |
| Participation rate | 62.0% | 70.4%-8.4pp | 83.0%-21.0pp | 69.6%-7.5pp |
| Annual return | -10.70% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $495 | $3,351-85.2% | $5,298-90.7% | $2,381-79.2% |
| Participant deferral / active EE | $1,260 | $3,175-60.3% | $5,081-75.2% | $3,470-63.7% |
| Admin fee / account holder | $1,160 | $5,596-79.3% | $13,411-91.3% | $4,888-76.3% |