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.
Employer 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 | $9,950 | $51,197-80.6% | $82,719-88.0% | $66,914-85.1% |
| Participation rate | 43.8% | 67.8%-24.0pp | 72.6%-28.7pp | 69.8%-26.0pp |
| Annual return | -19.11% | -9.64%-9.5pp | 701.18%-720.3pp | 1.58%-20.7pp |
| Employer contribution / active EE | $235 | $2,611-91.0% | $3,009-92.2% | $2,544-90.8% |
| Participant deferral / active EE | $1,186 | $3,458-65.7% | $4,395-73.0% | $4,237-72.0% |
| Admin fee / account holder | $354 | $416-14.9% | $5,329-93.4% | $593-40.4% |