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 | $10,007 | $56,484-82.3% | $169,463-94.1% | $64,186-84.4% |
| Participation rate | 41.5% | 64.5%-23.1pp | 77.8%-36.3pp | 69.6%-28.1pp |
| Annual return | -10.93% | -1.55%-9.4pp | 1.83%-12.8pp | 7.63%-18.6pp |
| Employer contribution / active EE | $321 | $1,832-82.5% | $4,159-92.3% | $2,381-86.5% |
| Participant deferral / active EE | $1,145 | $3,448-66.8% | $5,277-78.3% | $3,470-67.0% |
| Admin fee / account holder | $3,274 | $4,174-21.6% | $9,109-64.1% | $4,888-33.0% |