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 | $6,370 | $65,395-90.3% | $182,532-96.5% | $72,985-91.3% |
| Participation rate | 51.4% | 65.4%-14.1pp | 78.0%-26.6pp | 69.5%-18.1pp |
| Annual return | -5.96% | 27.68%-33.6pp | 148.54%-154.5pp | 81.00%-87.0pp |
| Employer contribution / active EE | $929 | $1,911-51.4% | $4,076-77.2% | $2,440-61.9% |
| Participant deferral / active EE | $1,078 | $3,563-69.7% | $5,524-80.5% | $3,607-70.1% |
| Admin fee / account holder | $1,386 | $4,245-67.4% | $8,592-83.9% | $5,124-73.0% |