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 9-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 | $11,128 | $54,229-79.5% | $70,092-84.1% | $68,494-83.8% |
| Participation rate | 29.9% | 64.5%-34.6pp | 70.5%-40.6pp | 67.9%-38.0pp |
| Annual return | -20.96% | -13.87%-7.1pp | 190.73%-211.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,423 | $2,956-51.9% | $3,849-63.0% | $4,027-64.7% |
| Admin fee / account holder | $5,137 | $4,694+9.4% | $6,267-18.0% | $5,403-4.9% |