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 4-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 | $12,572 | $82,664-84.8% | $125,339-90.0% | $68,494-81.6% |
| Participation rate | 34.5% | 75.0%-40.6pp | 82.4%-47.9pp | 67.9%-33.4pp |
| Annual return | -28.77% | -5.97%-22.8pp | 572.05%-600.8pp | -7.84%-20.9pp |
| Employer contribution / active EE | $1,973 | $3,381-41.6% | $4,814-59.0% | $2,596-24.0% |
| Participant deferral / active EE | $2,991 | $6,110-51.1% | $7,446-59.8% | $4,027-25.7% |
| Admin fee / account holder | $1,498 | $6,275-76.1% | $10,010-85.0% | $5,403-72.3% |