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 | $23,790 | $84,487-71.8% | $125,339-81.0% | $66,914-64.4% |
| Participation rate | 23.2% | 76.4%-53.2pp | 82.4%-59.2pp | 69.8%-46.6pp |
| Annual return | -19.11% | -8.39%-10.7pp | 572.05%-591.2pp | 1.58%-20.7pp |
| Employer contribution / active EE | $1,291 | $3,553-63.7% | $4,814-73.2% | $2,544-49.3% |
| Participant deferral / active EE | $2,485 | $6,781-63.4% | $7,446-66.6% | $4,237-41.4% |
| Admin fee / account holder | $871 | $685+27.2% | $10,010-91.3% | $593+46.9% |