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 | $8,629 | $49,177-82.5% | $79,464-89.1% | $64,186-86.6% |
| Participation rate | 42.6% | 65.0%-22.4pp | 73.3%-30.7pp | 69.6%-26.9pp |
| Annual return | -10.30% | -1.16%-9.1pp | 718.14%-728.4pp | 7.63%-17.9pp |
| Employer contribution / active EE | $524 | $2,076-74.8% | $2,800-81.3% | $2,381-78.0% |
| Participant deferral / active EE | $834 | $2,821-70.4% | $3,704-77.5% | $3,470-76.0% |
| Admin fee / account holder | $1,756 | $3,839-54.2% | $5,113-65.6% | $4,888-64.1% |