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 | $4,940 | $92,222-94.6% | $76,768-93.6% | $135,375-96.4% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -12.41% | 5.46%-17.9pp | 2.43%-14.8pp | 519.73%-532.1pp |
| Employer contribution / active EE | $605 | $3,216-81.2% | $2,485-75.7% | $4,779-87.3% |
| Participant deferral / active EE | $1,211 | $4,509-73.1% | $3,852-68.6% | $5,609-78.4% |
| Admin fee / account holder | $1,911 | $10,748-82.2% | $6,675-71.4% | $10,827-82.4% |