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 | $12,170 | $64,707-81.2% | $112,228-89.2% | $68,494-82.2% |
| Participation rate | 53.6% | 67.2%-13.6pp | 75.1%-21.5pp | 67.9%-14.3pp |
| Annual return | -27.10% | -11.40%-15.7pp | 27.45%-54.6pp | -7.84%-19.3pp |
| Employer contribution / active EE | $1,587 | $2,746-42.2% | $3,635-56.3% | $2,596-38.9% |
| Participant deferral / active EE | $2,681 | $3,565-24.8% | $4,728-43.3% | $4,027-33.4% |
| Admin fee / account holder | $623 | $5,232-88.1% | $6,410-90.3% | $5,403-88.5% |