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 | $8,647 | $49,177-82.4% | $79,464-89.1% | $64,186-86.5% |
| Participation rate | 55.3% | 65.0%-9.7pp | 73.3%-18.0pp | 69.6%-14.2pp |
| Annual return | -9.77% | -1.16%-8.6pp | 718.14%-727.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,902 | $2,821-32.6% | $3,704-48.6% | $3,470-45.2% |
| Admin fee / account holder | $516 | $3,839-86.6% | $5,113-89.9% | $4,888-89.5% |