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 | $16,434 | $127,386-87.1% | $115,037-85.7% | $125,391-86.9% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -9.22% | 31.28%-40.5pp | 26.14%-35.4pp | 282.22%-291.4pp |
| Employer contribution / active EE | $1,395 | $5,166-73.0% | $4,608-69.7% | $4,866-71.3% |
| Participant deferral / active EE | $1,562 | $6,423-75.7% | $6,026-74.1% | $5,352-70.8% |
| Admin fee / account holder | $675 | $9,516-92.9% | $8,175-91.7% | $9,540-92.9% |