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 | $29,499 | $110,094-73.2% | $151,611-80.5% | $68,494-56.9% |
| Participation rate | 24.0% | 84.0%-60.0pp | 87.5%-63.5pp | 67.9%-43.9pp |
| Annual return | -18.64% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,413 | $4,471-68.4% | $6,166-77.1% | $2,596-45.6% |
| Participant deferral / active EE | $4,623 | $6,527-29.2% | $8,363-44.7% | $4,027+14.8% |
| Admin fee / account holder | $3,057 | $7,719-60.4% | $11,616-73.7% | $5,403-43.4% |