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 | $12,071 | $77,634-84.5% | $156,549-92.3% | $62,891-80.8% |
| Participation rate | 34.5% | 71.2%-36.7pp | 84.0%-49.5pp | 69.3%-34.8pp |
| Annual return | -0.65% | 50.32%-51.0pp | 32.23%-32.9pp | 20.14%-20.8pp |
| Employer contribution / active EE | $452 | $3,444-86.9% | $5,501-91.8% | $2,281-80.2% |
| Participant deferral / active EE | $1,173 | $3,045-61.5% | $4,871-75.9% | $3,203-63.4% |
| Admin fee / account holder | $19,142 | $5,561+244.2% | $13,027+46.9% | $4,296+345.6% |