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 | $9,461 | $59,107-84.0% | $86,436-89.1% | $68,494-86.2% |
| Participation rate | 44.2% | 75.2%-31.1pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -21.56% | -0.23%-21.3pp | 4394.89%-4416.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,238 | $5,901-45.1% | $6,952-53.4% | $4,027-19.6% |
| Admin fee / account holder | $503 | $5,637-91.1% | $6,731-92.5% | $5,403-90.7% |