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 | $8,418 | $57,354-85.3% | $83,848-90.0% | $64,186-86.9% |
| Participation rate | 15.5% | 68.6%-53.1pp | 76.1%-60.6pp | 69.6%-54.1pp |
| Annual return | -17.33% | 11.38%-28.7pp | 850.88%-868.2pp | 7.63%-25.0pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $397 | $2,993-86.7% | $4,082-90.3% | $3,470-88.6% |
| Admin fee / account holder | $994 | $4,046-75.4% | $5,478-81.9% | $4,888-79.7% |