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 3-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 | $8,995 | $117,841-92.4% | $102,423-91.2% | $145,922-93.8% |
| Participation rate | 25.0% | 78.6%-53.6pp | 76.5%-51.5pp | 80.3%-55.3pp |
| Annual return | -18.25% | 31.65%-49.9pp | 29.32%-47.6pp | 561.29%-579.5pp |
| Employer contribution / active EE | $1,978 | $3,615-45.3% | $3,023-34.6% | $4,660-57.6% |
| Participant deferral / active EE | $3,910 | $5,731-31.8% | $5,053-22.6% | $6,688-41.5% |
| Admin fee / account holder | $2,102 | $13,326-84.2% | $9,451-77.8% | $13,397-84.3% |