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 8-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 | $8,200 | $64,707-87.3% | $112,228-92.7% | $68,494-88.0% |
| Participation rate | 46.4% | 67.2%-20.7pp | 75.1%-28.6pp | 67.9%-21.5pp |
| Annual return | -25.79% | -11.40%-14.4pp | 27.45%-53.2pp | -7.84%-18.0pp |
| Employer contribution / active EE | $473 | $2,746-82.8% | $3,635-87.0% | $2,596-81.8% |
| Participant deferral / active EE | $2,046 | $3,565-42.6% | $4,728-56.7% | $4,027-49.2% |
| Admin fee / account holder | $1,107 | $5,232-78.8% | $6,410-82.7% | $5,403-79.5% |