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 10-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 | $15,432 | $57,354-73.1% | $83,848-81.6% | $64,186-76.0% |
| Participation rate | 39.0% | 68.6%-29.6pp | 76.1%-37.1pp | 69.6%-30.5pp |
| Annual return | -10.59% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $821 | $2,545-67.7% | $3,631-77.4% | $2,381-65.5% |
| Participant deferral / active EE | $1,782 | $2,993-40.5% | $4,082-56.4% | $3,470-48.7% |
| Admin fee / account holder | $1,322 | $4,046-67.3% | $5,478-75.9% | $4,888-72.9% |