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 | $20,749 | $211,958-90.2% | $169,463-87.8% | $135,375-84.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -17.84% | 3.26%-21.1pp | 1.83%-19.7pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,508 | $5,120-70.5% | $4,159-63.7% | $4,779-68.4% |
| Participant deferral / active EE | $6,777 | $6,075+11.6% | $5,277+28.4% | $5,609+20.8% |
| Admin fee / account holder | $816 | $11,471-92.9% | $9,109-91.0% | $10,827-92.5% |