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 | $15,264 | $61,660-75.2% | $80,019-80.9% | $64,186-76.2% |
| Participation rate | 54.3% | 71.7%-17.4pp | 75.8%-21.5pp | 69.6%-15.3pp |
| Annual return | -10.03% | -0.33%-9.7pp | 11.22%-21.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $1,063 | $1,810-41.3% | $2,468-56.9% | $2,381-55.4% |
| Participant deferral / active EE | $1,502 | $2,968-49.4% | $3,686-59.2% | $3,470-56.7% |
| Admin fee / account holder | $320 | $5,417-94.1% | $6,521-95.1% | $4,888-93.5% |