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 3-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 | $6,361 | $111,724-94.3% | $93,606-93.2% | $145,922-95.6% |
| Participation rate | 8.3% | 74.2%-65.9pp | 68.7%-60.4pp | 80.3%-71.9pp |
| Annual return | -11.55% | 202.98%-214.5pp | 133.20%-144.7pp | 561.29%-572.8pp |
| Employer contribution / active EE | $3,468 | $3,090+12.2% | $2,420+43.3% | $4,660-25.6% |
| Participant deferral / active EE | $1,092 | $4,912-77.8% | $4,411-75.2% | $6,688-83.7% |
| Admin fee / account holder | $6,089 | $10,250-40.6% | $8,285-26.5% | $13,397-54.5% |