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.
Employer 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 | $8,854 | $62,586-85.9% | $76,768-88.5% | $64,186-86.2% |
| Participation rate | 56.7% | 72.8%-16.1pp | 77.0%-20.3pp | 69.6%-12.9pp |
| Annual return | -25.21% | -1.95%-23.3pp | 2.43%-27.6pp | 7.63%-32.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,534 | $3,145-19.4% | $3,852-34.2% | $3,470-27.0% |
| Admin fee / account holder | $1,735 | $4,667-62.8% | $6,675-74.0% | $4,888-64.5% |