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 | $8,570 | $100,852-91.5% | $90,404-90.5% | $158,922-94.6% |
| Participation rate | 40.0% | 75.0%-35.0pp | 72.7%-32.7pp | 82.0%-42.0pp |
| Annual return | -23.64% | 1724.20%-1747.8pp | 1293.02%-1316.7pp | 302.83%-326.5pp |
| Employer contribution / active EE | $328 | $3,689-91.1% | $3,262-90.0% | $4,761-93.1% |
| Participant deferral / active EE | $60 | $4,348-98.6% | $3,963-98.5% | $5,982-99.0% |
| Admin fee / account holder | $10,775 | $6,501+65.7% | $5,611+92.0% | $11,246-4.2% |