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 | $6,485 | $73,867-91.2% | $143,757-95.5% | $68,494-90.5% |
| Participation rate | 36.7% | 66.7%-30.0pp | 80.3%-43.6pp | 67.9%-31.2pp |
| Annual return | -24.20% | 1.01%-25.2pp | -0.04%-24.2pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,045 | $3,184-67.2% | $4,951-78.9% | $2,596-59.7% |
| Participant deferral / active EE | $1,641 | $3,384-51.5% | $5,637-70.9% | $4,027-59.3% |
| Admin fee / account holder | $380 | $5,755-93.4% | $14,673-97.4% | $5,403-93.0% |