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.
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 | $7,242 | $64,707-88.8% | $112,228-93.5% | $68,494-89.4% |
| Participation rate | 61.3% | 67.2%-5.9pp | 75.1%-13.8pp | 67.9%-6.6pp |
| Annual return | -20.18% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $99 | $2,746-96.4% | $3,635-97.3% | $2,596-96.2% |
| Participant deferral / active EE | $2,067 | $3,565-42.0% | $4,728-56.3% | $4,027-48.7% |
| Admin fee / account holder | $824 | $5,232-84.2% | $6,410-87.1% | $5,403-84.7% |