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 | $17,196 | $50,958-66.3% | $74,550-76.9% | $64,186-73.2% |
| Participation rate | 56.9% | 61.1%-4.1pp | 69.1%-12.2pp | 69.6%-12.6pp |
| Annual return | -9.79% | -1.86%-7.9pp | 32.53%-42.3pp | 7.63%-17.4pp |
| Employer contribution / active EE | $1,707 | $1,115+53.1% | $1,961-12.9% | $2,381-28.3% |
| Participant deferral / active EE | $3,402 | $2,301+47.8% | $3,108+9.5% | $3,470-1.9% |
| Admin fee / account holder | $1,839 | $4,223-56.5% | $5,060-63.7% | $4,888-62.4% |