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 | $14,845 | $71,883-79.3% | $86,677-82.9% | $68,494-78.3% |
| Participation rate | 41.3% | 72.2%-30.9pp | 76.6%-35.2pp | 67.9%-26.6pp |
| Annual return | -19.17% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $873 | $2,173-59.8% | $2,836-69.2% | $2,596-66.4% |
| Participant deferral / active EE | $2,152 | $3,779-43.0% | $4,656-53.8% | $4,027-46.6% |
| Admin fee / account holder | $2,075 | $6,112-66.1% | $7,493-72.3% | $5,403-61.6% |