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 7-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 | $11,101 | $71,883-84.6% | $86,677-87.2% | $68,494-83.8% |
| Participation rate | 39.5% | 72.2%-32.7pp | 76.6%-37.0pp | 67.9%-28.4pp |
| Annual return | -19.72% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $597 | $2,173-72.5% | $2,836-78.9% | $2,596-77.0% |
| Participant deferral / active EE | $1,411 | $3,779-62.7% | $4,656-69.7% | $4,027-65.0% |
| Admin fee / account holder | $2,679 | $6,112-56.2% | $7,493-64.2% | $5,403-50.4% |