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 | $5,124 | $58,577-91.3% | $83,333-93.9% | $64,186-92.0% |
| Participation rate | 64.3% | 72.0%-7.7pp | 77.8%-13.5pp | 69.6%-5.3pp |
| Annual return | -9.73% | 9.65%-19.4pp | 10.63%-20.4pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,487 | $4,654-68.0% | $5,565-73.3% | $3,470-57.1% |
| Admin fee / account holder | $395 | $9,275-95.7% | $7,510-94.7% | $4,888-91.9% |