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 7-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 | $10,944 | $69,010-84.1% | $159,960-93.2% | $68,494-84.0% |
| Participation rate | 31.0% | 65.4%-34.4pp | 78.0%-46.9pp | 67.9%-36.9pp |
| Annual return | -20.42% | -9.65%-10.8pp | 408.60%-429.0pp | -7.84%-12.6pp |
| Employer contribution / active EE | $598 | $2,213-73.0% | $4,226-85.9% | $2,596-77.0% |
| Participant deferral / active EE | $694 | $4,212-83.5% | $6,182-88.8% | $4,027-82.8% |
| Admin fee / account holder | $2,670 | $4,798-44.3% | $8,698-69.3% | $5,403-50.6% |