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 9-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 | $20,294 | $112,096-81.9% | $95,952-78.9% | $158,922-87.2% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | -1.32% | 171.09%-172.4pp | 91.61%-92.9pp | 302.83%-304.1pp |
| Employer contribution / active EE | $1,373 | $3,198-57.1% | $2,541-46.0% | $4,761-71.2% |
| Participant deferral / active EE | $3,576 | $4,784-25.2% | $4,167-14.2% | $5,982-40.2% |
| Admin fee / account holder | $22,815 | $10,130+125.2% | $6,795+235.7% | $11,246+102.9% |