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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $9,963 | $92,222-89.2% | $76,768-87.0% | $135,375-92.6% |
| Participation rate | 39.1% | 79.8%-40.6pp | 77.0%-37.8pp | 82.6%-43.5pp |
| Annual return | -10.14% | 5.46%-15.6pp | 2.43%-12.6pp | 519.73%-529.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,285 | $4,509-71.5% | $3,852-66.6% | $5,609-77.1% |
| Admin fee / account holder | $1,317 | $10,748-87.7% | $6,675-80.3% | $10,827-87.8% |