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 | $10,605 | $45,031-76.5% | $84,966-87.5% | $77,643-86.3% |
| Participation rate | 0.5% | 48.7%-48.1pp | 67.5%-67.0pp | 70.6%-70.0pp |
| Annual return | 7.75% | 79.22%-71.5pp | 66.38%-58.6pp | 31.24%-23.5pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $30 | $2,807-98.9% | $4,519-99.3% | $4,647-99.4% |
| Admin fee / account holder | $538 | $912-41.0% | $6,149-91.3% | $430+25.0% |