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 | $9,691 | $64,307-84.9% | $57,343-83.1% | $125,391-92.3% |
| Participation rate | 46.2% | 78.6%-32.5pp | 75.1%-28.9pp | 83.2%-37.0pp |
| Annual return | -10.49% | 25.12%-35.6pp | 24.39%-34.9pp | 282.22%-292.7pp |
| Employer contribution / active EE | $894 | $3,193-72.0% | $2,689-66.8% | $4,866-81.6% |
| Participant deferral / active EE | $1,131 | $3,848-70.6% | $3,162-64.2% | $5,352-78.9% |
| Admin fee / account holder | $586 | $5,242-88.8% | $3,356-82.5% | $9,540-93.9% |