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 | $2,485 | $73,867-96.6% | $143,757-98.3% | $68,494-96.4% |
| Participation rate | 66.7% | 66.7%0pp | 80.3%-13.6pp | 67.9%-1.2pp |
| Annual return | -42.25% | 1.01%-43.3pp | -0.04%-42.2pp | -7.84%-34.4pp |
| Employer contribution / active EE | $1,541 | $3,184-51.6% | $4,951-68.9% | $2,596-40.7% |
| Participant deferral / active EE | $1,618 | $3,384-52.2% | $5,637-71.3% | $4,027-59.8% |
| Admin fee / account holder | $345 | $5,755-94.0% | $14,673-97.6% | $5,403-93.6% |