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 6-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 | $8,369 | $167,307-95.0% | $143,757-94.2% | $134,475-93.8% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -23.15% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,204 | $5,619-78.6% | $4,951-75.7% | $4,740-74.6% |
| Participant deferral / active EE | $1,374 | $6,446-78.7% | $5,637-75.6% | $6,400-78.5% |
| Admin fee / account holder | $1,411 | $18,088-92.2% | $14,673-90.4% | $11,426-87.6% |