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 | $7,337 | $76,000-90.3% | $154,107-95.2% | $64,186-88.6% |
| Participation rate | 60.5% | 70.4%-9.9pp | 83.0%-22.5pp | 69.6%-9.0pp |
| Annual return | -12.39% | 30.32%-42.7pp | 735.12%-747.5pp | 7.63%-20.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $256 | $3,175-91.9% | $5,081-95.0% | $3,470-92.6% |
| Admin fee / account holder | $343 | $5,596-93.9% | $13,411-97.4% | $4,888-93.0% |