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.
Participant 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 | $14,745 | $73,004-79.8% | $90,749-83.8% | $68,494-78.5% |
| Participation rate | 32.4% | 70.8%-38.4pp | 75.7%-43.3pp | 67.9%-35.5pp |
| Annual return | -21.55% | -13.81%-7.7pp | -12.16%-9.4pp | -7.84%-13.7pp |
| Employer contribution / active EE | $765 | $2,193-65.1% | $2,921-73.8% | $2,596-70.5% |
| Participant deferral / active EE | $1,266 | $3,627-65.1% | $4,564-72.3% | $4,027-68.6% |
| Admin fee / account holder | $1,484 | $5,896-74.8% | $8,445-82.4% | $5,403-72.5% |