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 | $14,790 | $77,813-81.0% | $123,544-88.0% | $64,186-77.0% |
| Participation rate | 62.9% | 74.7%-11.9pp | 82.3%-19.4pp | 69.6%-6.7pp |
| Annual return | -10.09% | 12.48%-22.6pp | 119.20%-129.3pp | 7.63%-17.7pp |
| Employer contribution / active EE | $839 | $3,014-72.1% | $4,628-81.9% | $2,381-64.7% |
| Participant deferral / active EE | $1,421 | $5,240-72.9% | $6,426-77.9% | $3,470-59.1% |
| Admin fee / account holder | $437 | $5,519-92.1% | $9,284-95.3% | $4,888-91.1% |