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 | $16,550 | $72,404-77.1% | $110,238-85.0% | $64,186-74.2% |
| Participation rate | 28.3% | 73.3%-45.1pp | 79.8%-51.6pp | 69.6%-41.3pp |
| Annual return | -14.12% | -6.29%-7.8pp | 314.74%-328.9pp | 7.63%-21.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,595 | $3,469-54.0% | $4,672-65.9% | $3,470-54.0% |
| Admin fee / account holder | $3,424 | $5,664-39.5% | $8,547-59.9% | $4,888-29.9% |