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 7-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 | $9,960 | $81,900-87.8% | $119,609-91.7% | $68,494-85.5% |
| Participation rate | 27.6% | 71.9%-44.3pp | 79.3%-51.7pp | 67.9%-40.3pp |
| Annual return | -41.39% | -23.82%-17.6pp | -14.97%-26.4pp | -7.84%-33.5pp |
| Employer contribution / active EE | $710 | $2,693-73.6% | $4,232-83.2% | $2,596-72.6% |
| Participant deferral / active EE | $1,643 | $4,148-60.4% | $5,602-70.7% | $4,027-59.2% |
| Admin fee / account holder | $938 | $6,582-85.8% | $10,323-90.9% | $5,403-82.6% |