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 | $5,204 | $54,350-90.4% | $82,719-93.7% | $68,494-92.4% |
| Participation rate | 34.3% | 63.9%-29.6pp | 72.6%-38.3pp | 67.9%-33.6pp |
| Annual return | -21.50% | -13.67%-7.8pp | 701.18%-722.7pp | -7.84%-13.7pp |
| Employer contribution / active EE | $352 | $2,218-84.1% | $3,009-88.3% | $2,596-86.5% |
| Participant deferral / active EE | $1,066 | $3,246-67.2% | $4,395-75.7% | $4,027-73.5% |
| Admin fee / account holder | $1,557 | $4,395-64.6% | $5,329-70.8% | $5,403-71.2% |