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 | $6,034 | $64,707-90.7% | $112,228-94.6% | $68,494-91.2% |
| Participation rate | 64.7% | 67.2%-2.4pp | 75.1%-10.4pp | 67.9%-3.2pp |
| Annual return | -21.82% | -11.40%-10.4pp | 27.45%-49.3pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,157 | $2,746-57.9% | $3,635-68.2% | $2,596-55.4% |
| Participant deferral / active EE | $941 | $3,565-73.6% | $4,728-80.1% | $4,027-76.6% |
| Admin fee / account holder | $633 | $5,232-87.9% | $6,410-90.1% | $5,403-88.3% |