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 | $9,766 | $183,519-94.7% | $155,509-93.7% | $145,922-93.3% |
| Participation rate | 19.0% | 82.7%-63.6pp | 78.2%-59.1pp | 80.3%-61.2pp |
| Annual return | -36.59% | 61.17%-97.8pp | 64.67%-101.3pp | 561.29%-597.9pp |
| Employer contribution / active EE | $0 | $5,313-100.0% | $4,672-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,762 | $6,462-72.7% | $5,626-68.7% | $6,688-73.6% |
| Admin fee / account holder | $37,896 | $19,313+96.2% | $15,912+138.2% | $13,397+182.9% |