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 | $7,772 | $69,010-88.7% | $159,960-95.1% | $68,494-88.7% |
| Participation rate | 6.5% | 65.4%-59.0pp | 78.0%-71.5pp | 67.9%-61.4pp |
| Annual return | -20.52% | -9.65%-10.9pp | 408.60%-429.1pp | -7.84%-12.7pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $163 | $4,212-96.1% | $6,182-97.4% | $4,027-95.9% |
| Admin fee / account holder | $16,585 | $4,798+245.7% | $8,698+90.7% | $5,403+207.0% |