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 | $3,097 | $52,681-94.1% | $75,781-95.9% | $59,632-94.8% |
| Participation rate | 41.5% | 67.2%-25.8pp | 75.8%-34.4pp | 68.7%-27.2pp |
| Annual return | -6.08% | 2.95%-9.0pp | 9.68%-15.8pp | 2041.28%-2047.4pp |
| Employer contribution / active EE | $3,166 | $2,193+44.3% | $3,323-4.7% | $2,203+43.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $2,189 | $3,610-39.4% | $5,299-58.7% | $4,297-49.1% |