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 6-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 | $20,433 | $81,900-75.1% | $119,609-82.9% | $68,494-70.2% |
| Participation rate | 24.0% | 71.9%-47.9pp | 79.3%-55.3pp | 67.9%-43.9pp |
| Annual return | -30.83% | -23.82%-7.0pp | -14.97%-15.9pp | -7.84%-23.0pp |
| Employer contribution / active EE | $539 | $2,693-80.0% | $4,232-87.3% | $2,596-79.2% |
| Participant deferral / active EE | $2,776 | $4,148-33.1% | $5,602-50.5% | $4,027-31.1% |
| Admin fee / account holder | $1,260 | $6,582-80.9% | $10,323-87.8% | $5,403-76.7% |