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 | $8,453 | $59,805-85.9% | $79,550-89.4% | $68,494-87.7% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.5%-19.5pp | 67.9%-17.9pp |
| Annual return | -30.51% | -12.30%-18.2pp | 0.16%-30.7pp | -7.84%-22.7pp |
| Employer contribution / active EE | $1,336 | $1,505-11.2% | $2,413-44.6% | $2,596-48.5% |
| Participant deferral / active EE | $3,025 | $3,0240% | $3,985-24.1% | $4,027-24.9% |
| Admin fee / account holder | $1,466 | $4,835-69.7% | $6,832-78.6% | $5,403-72.9% |