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 | $9,642 | $42,894-77.5% | $60,874-84.2% | $68,494-85.9% |
| Participation rate | 68.6% | 66.8%+1.8pp | 73.1%-4.5pp | 67.9%+0.7pp |
| Annual return | -19.62% | -13.98%-5.6pp | 16.90%-36.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,087 | $2,867-62.1% | $3,817-71.5% | $4,027-73.0% |
| Admin fee / account holder | $675 | $3,101-78.2% | $3,224-79.1% | $5,403-87.5% |