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 5-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 | $7,056 | $81,900-91.4% | $119,609-94.1% | $68,494-89.7% |
| Participation rate | 59.6% | 71.9%-12.2pp | 79.3%-19.6pp | 67.9%-8.2pp |
| Annual return | -19.01% | -23.82%+4.8pp | -14.97%-4.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,457 | $2,693-45.9% | $4,232-65.6% | $2,596-43.9% |
| Participant deferral / active EE | $1,794 | $4,148-56.8% | $5,602-68.0% | $4,027-55.5% |
| Admin fee / account holder | $2,251 | $6,582-65.8% | $10,323-78.2% | $5,403-58.3% |