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 5-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 | $11,872 | $73,004-83.7% | $90,749-86.9% | $68,494-82.7% |
| Participation rate | 33.3% | 70.8%-37.5pp | 75.7%-42.4pp | 67.9%-34.6pp |
| Annual return | -22.59% | -13.81%-8.8pp | -12.16%-10.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $781 | $2,193-64.4% | $2,921-73.3% | $2,596-69.9% |
| Participant deferral / active EE | $1,456 | $3,627-59.8% | $4,564-68.1% | $4,027-63.8% |
| Admin fee / account holder | $370 | $5,896-93.7% | $8,445-95.6% | $5,403-93.2% |