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 | $12,843 | $59,805-78.5% | $79,550-83.9% | $68,494-81.2% |
| Participation rate | 56.7% | 61.1%-4.4pp | 69.5%-12.8pp | 67.9%-11.2pp |
| Annual return | -21.08% | -12.30%-8.8pp | 0.16%-21.2pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,008 | $1,505-33.0% | $2,413-58.2% | $2,596-61.2% |
| Participant deferral / active EE | $6,542 | $3,024+116.3% | $3,985+64.2% | $4,027+62.4% |
| Admin fee / account holder | $1,179 | $4,835-75.6% | $6,832-82.7% | $5,403-78.2% |