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 | $11,574 | $92,222-87.4% | $76,768-84.9% | $135,375-91.5% |
| Participation rate | 37.5% | 79.8%-42.3pp | 77.0%-39.5pp | 82.6%-45.1pp |
| Annual return | -11.83% | 5.46%-17.3pp | 2.43%-14.3pp | 519.73%-531.6pp |
| Employer contribution / active EE | $599 | $3,216-81.4% | $2,485-75.9% | $4,779-87.5% |
| Participant deferral / active EE | $1,213 | $4,509-73.1% | $3,852-68.5% | $5,609-78.4% |
| Admin fee / account holder | $5,140 | $10,748-52.2% | $6,675-23.0% | $10,827-52.5% |