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 5-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 | $11,961 | $82,664-85.5% | $125,339-90.5% | $68,494-82.5% |
| Participation rate | 32.3% | 75.0%-42.8pp | 82.4%-50.1pp | 67.9%-35.6pp |
| Annual return | -29.05% | -5.97%-23.1pp | 572.05%-601.1pp | -7.84%-21.2pp |
| Employer contribution / active EE | $1,493 | $3,381-55.8% | $4,814-69.0% | $2,596-42.5% |
| Participant deferral / active EE | $2,341 | $6,110-61.7% | $7,446-68.6% | $4,027-41.9% |
| Admin fee / account holder | $313 | $6,275-95.0% | $10,010-96.9% | $5,403-94.2% |