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 6-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 | $11,935 | $64,707-81.6% | $112,228-89.4% | $68,494-82.6% |
| Participation rate | 59.4% | 67.2%-7.8pp | 75.1%-15.7pp | 67.9%-8.5pp |
| Annual return | -25.65% | -11.40%-14.3pp | 27.45%-53.1pp | -7.84%-17.8pp |
| Employer contribution / active EE | $1,894 | $2,746-31.0% | $3,635-47.9% | $2,596-27.0% |
| Participant deferral / active EE | $5,042 | $3,565+41.4% | $4,728+6.6% | $4,027+25.2% |
| Admin fee / account holder | $580 | $5,232-88.9% | $6,410-91.0% | $5,403-89.3% |