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 8-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 | $12,317 | $167,307-92.6% | $143,757-91.4% | $134,475-90.8% |
| Participation rate | 58.8% | 84.8%-26.0pp | 80.3%-21.5pp | 81.2%-22.4pp |
| Annual return | -22.71% | 0.46%-23.2pp | -0.04%-22.7pp | 417.96%-440.7pp |
| Employer contribution / active EE | $4,969 | $5,619-11.6% | $4,951+0.4% | $4,740+4.8% |
| Participant deferral / active EE | $1,481 | $6,446-77.0% | $5,637-73.7% | $6,400-76.9% |
| Admin fee / account holder | $3,145 | $18,088-82.6% | $14,673-78.6% | $11,426-72.5% |