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 6-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 | $21,122 | $86,655-75.6% | $119,609-82.3% | $66,914-68.4% |
| Participation rate | 42.3% | 75.6%-33.3pp | 79.3%-37.0pp | 69.8%-27.5pp |
| Annual return | -19.99% | -8.00%-12.0pp | -14.97%-5.0pp | 1.58%-21.6pp |
| Employer contribution / active EE | $967 | $2,536-61.9% | $4,232-77.2% | $2,544-62.0% |
| Participant deferral / active EE | $1,403 | $4,358-67.8% | $5,602-74.9% | $4,237-66.9% |
| Admin fee / account holder | $612 | $755-18.9% | $10,323-94.1% | $593+3.2% |