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 6-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 | $8,343 | $142,344-94.1% | $119,609-93.0% | $134,475-93.8% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -21.83% | -12.44%-9.4pp | -14.97%-6.9pp | 417.96%-439.8pp |
| Employer contribution / active EE | $3,387 | $5,222-35.1% | $4,232-20.0% | $4,740-28.5% |
| Participant deferral / active EE | $5,706 | $6,469-11.8% | $5,602+1.9% | $6,400-10.8% |
| Admin fee / account holder | $30,666 | $13,584+125.7% | $10,323+197.0% | $11,426+168.4% |