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 8-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 | $6,778 | $48,265-86.0% | $68,791-90.1% | $68,494-90.1% |
| Participation rate | 66.0% | 60.7%+5.3pp | 69.0%-3.1pp | 67.9%-1.9pp |
| Annual return | -24.49% | -12.71%-11.8pp | -6.38%-18.1pp | -7.84%-16.6pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,970 | $2,867+3.6% | $3,941-24.6% | $4,027-26.2% |
| Admin fee / account holder | $2,230 | $4,355-48.8% | $4,932-54.8% | $5,403-58.7% |