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.
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 | $18,992 | $84,487-77.5% | $125,339-84.8% | $66,914-71.6% |
| Participation rate | 38.6% | 76.4%-37.8pp | 82.4%-43.8pp | 69.8%-31.2pp |
| Annual return | -21.38% | -8.39%-13.0pp | 572.05%-593.4pp | 1.58%-23.0pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,758 | $6,781-44.6% | $7,446-49.5% | $4,237-11.3% |
| Admin fee / account holder | $600 | $685-12.4% | $10,010-94.0% | $593+1.1% |