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 7-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 | $12,558 | $112,881-88.9% | $90,951-86.2% | $158,922-92.1% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | -2.96% | 215.79%-218.8pp | 134.60%-137.6pp | 302.83%-305.8pp |
| Employer contribution / active EE | $960 | $2,893-66.8% | $2,122-54.8% | $4,761-79.8% |
| Participant deferral / active EE | $1,678 | $4,128-59.3% | $3,373-50.2% | $5,982-71.9% |
| Admin fee / account holder | $25,495 | $8,041+217.1% | $5,959+327.9% | $11,246+126.7% |