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 6-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 | $21,701 | $167,484-87.0% | $151,611-85.7% | $134,475-83.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -22.71% | 7.80%-30.5pp | 3.33%-26.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,575 | $6,829-76.9% | $6,166-74.5% | $4,740-66.8% |
| Participant deferral / active EE | $9,312 | $8,986+3.6% | $8,363+11.3% | $6,400+45.5% |
| Admin fee / account holder | $19,008 | $13,783+37.9% | $11,616+63.6% | $11,426+66.4% |