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 4-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 | $6,556 | $133,958-95.1% | $112,228-94.2% | $134,475-95.1% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.1%-37.0pp | 81.2%-43.1pp |
| Annual return | -24.44% | 47.11%-71.6pp | 27.45%-51.9pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,690 | $4,038-58.1% | $3,635-53.5% | $4,740-64.3% |
| Participant deferral / active EE | $2,444 | $5,291-53.8% | $4,728-48.3% | $6,400-61.8% |
| Admin fee / account holder | $939 | $7,489-87.5% | $6,410-85.3% | $11,426-91.8% |