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 | $9,624 | $57,354-83.2% | $83,848-88.5% | $64,186-85.0% |
| Participation rate | 35.7% | 68.6%-32.9pp | 76.1%-40.4pp | 69.6%-33.9pp |
| Annual return | -14.22% | 11.38%-25.6pp | 850.88%-865.1pp | 7.63%-21.9pp |
| Employer contribution / active EE | $557 | $2,545-78.1% | $3,631-84.6% | $2,381-76.6% |
| Participant deferral / active EE | $933 | $2,993-68.8% | $4,082-77.1% | $3,470-73.1% |
| Admin fee / account holder | $1,564 | $4,046-61.3% | $5,478-71.4% | $4,888-68.0% |