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 | $6,783 | $138,044-95.1% | $125,339-94.6% | $134,475-95.0% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -22.39% | 750.33%-772.7pp | 572.05%-594.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,692 | $5,243-67.7% | $4,814-64.8% | $4,740-64.3% |
| Participant deferral / active EE | $1,508 | $7,799-80.7% | $7,446-79.7% | $6,400-76.4% |
| Admin fee / account holder | $3,125 | $11,571-73.0% | $10,010-68.8% | $11,426-72.7% |