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 | $24,242 | $72,607-66.6% | $90,749-73.3% | $66,914-63.8% |
| Participation rate | 42.0% | 73.7%-31.7pp | 75.7%-33.7pp | 69.8%-27.8pp |
| Annual return | -27.92% | -12.28%-15.6pp | -12.16%-15.8pp | 1.58%-29.5pp |
| Employer contribution / active EE | $794 | $2,369-66.5% | $2,921-72.8% | $2,544-68.8% |
| Participant deferral / active EE | $1,754 | $3,977-55.9% | $4,564-61.6% | $4,237-58.6% |
| Admin fee / account holder | $2,689 | $707+280.1% | $8,445-68.2% | $593+353.2% |