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 | $4,865 | $83,908-94.2% | $68,509-92.9% | $125,391-96.1% |
| Participation rate | 27.3% | 78.2%-50.9pp | 74.7%-47.5pp | 83.2%-55.9pp |
| Annual return | -3.50% | 14.48%-18.0pp | 8.27%-11.8pp | 282.22%-285.7pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $509 | $4,125-87.7% | $3,382-85.0% | $5,352-90.5% |
| Admin fee / account holder | $832 | $8,982-90.7% | $5,275-84.2% | $9,540-91.3% |