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 | $7,066 | $57,354-87.7% | $83,848-91.6% | $64,186-89.0% |
| Participation rate | 68.9% | 68.6%+0.3pp | 76.1%-7.3pp | 69.6%-0.7pp |
| Annual return | -29.47% | 11.38%-40.8pp | 850.88%-880.3pp | 7.63%-37.1pp |
| Employer contribution / active EE | $1,363 | $2,545-46.4% | $3,631-62.4% | $2,381-42.7% |
| Participant deferral / active EE | $2,132 | $2,993-28.8% | $4,082-47.8% | $3,470-38.6% |
| Admin fee / account holder | $935 | $4,046-76.9% | $5,478-82.9% | $4,888-80.9% |