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 5-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 | $8,218 | $59,805-86.3% | $79,550-89.7% | $68,494-88.0% |
| Participation rate | 51.5% | 61.1%-9.5pp | 69.5%-18.0pp | 67.9%-16.4pp |
| Annual return | -19.81% | -12.30%-7.5pp | 0.16%-20.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,605 | $3,024+19.2% | $3,985-9.5% | $4,027-10.5% |
| Admin fee / account holder | $1,950 | $4,835-59.7% | $6,832-71.5% | $5,403-63.9% |