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 | $22,460 | $72,404-69.0% | $110,238-79.6% | $64,186-65.0% |
| Participation rate | 43.8% | 73.3%-29.6pp | 79.8%-36.1pp | 69.6%-25.8pp |
| Annual return | -9.68% | -6.29%-3.4pp | 314.74%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $763 | $2,282-66.5% | $3,826-80.1% | $2,381-67.9% |
| Participant deferral / active EE | $1,540 | $3,469-55.6% | $4,672-67.0% | $3,470-55.6% |
| Admin fee / account holder | $933 | $5,664-83.5% | $8,547-89.1% | $4,888-80.9% |