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.
Employer 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 | $19,464 | $56,199-65.4% | $67,652-71.2% | $59,632-67.4% |
| Participation rate | 53.1% | 71.5%-18.3pp | 75.7%-22.5pp | 68.7%-15.5pp |
| Annual return | -6.28% | 18505.31%-18511.6pp | 6625.04%-6631.3pp | 2041.28%-2047.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,605 | $2,844-43.6% | $3,560-54.9% | $3,192-49.7% |
| Admin fee / account holder | $390 | $3,958-90.1% | $4,821-91.9% | $4,297-90.9% |