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.
Employer 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 | $8,826 | $138,065-93.6% | $123,544-92.9% | $135,375-93.5% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -14.29% | 153.68%-168.0pp | 119.20%-133.5pp | 519.73%-534.0pp |
| Employer contribution / active EE | $829 | $5,151-83.9% | $4,628-82.1% | $4,779-82.7% |
| Participant deferral / active EE | $2,593 | $6,799-61.9% | $6,426-59.7% | $5,609-53.8% |
| Admin fee / account holder | $788 | $10,916-92.8% | $9,284-91.5% | $10,827-92.7% |