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 7-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 | $17,385 | $82,664-79.0% | $125,339-86.1% | $68,494-74.6% |
| Participation rate | 60.8% | 75.0%-14.3pp | 82.4%-21.6pp | 67.9%-7.1pp |
| Annual return | -22.82% | -5.97%-16.8pp | 572.05%-594.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $1,906 | $3,381-43.6% | $4,814-60.4% | $2,596-26.6% |
| Participant deferral / active EE | $2,669 | $6,110-56.3% | $7,446-64.2% | $4,027-33.7% |
| Admin fee / account holder | $319 | $6,275-94.9% | $10,010-96.8% | $5,403-94.1% |