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 5-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 | $3,030 | $42,894-92.9% | $60,874-95.0% | $68,494-95.6% |
| Participation rate | 60.7% | 66.8%-6.1pp | 73.1%-12.4pp | 67.9%-7.2pp |
| Annual return | -41.17% | -13.98%-27.2pp | 16.90%-58.1pp | -7.84%-33.3pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,049 | $2,867-28.5% | $3,817-46.3% | $4,027-49.1% |
| Admin fee / account holder | $453 | $3,101-85.4% | $3,224-86.0% | $5,403-91.6% |