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 | $8,995 | $76,000-88.2% | $154,107-94.2% | $64,186-86.0% |
| Participation rate | 36.8% | 70.4%-33.6pp | 83.0%-46.2pp | 69.6%-32.7pp |
| Annual return | -8.52% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $430 | $3,351-87.2% | $5,298-91.9% | $2,381-81.9% |
| Participant deferral / active EE | $599 | $3,175-81.1% | $5,081-88.2% | $3,470-82.7% |
| Admin fee / account holder | $1,562 | $5,596-72.1% | $13,411-88.4% | $4,888-68.0% |