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 6-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 | $10,865 | $71,883-84.9% | $86,677-87.5% | $68,494-84.1% |
| Participation rate | 46.7% | 72.2%-25.6pp | 76.6%-29.9pp | 67.9%-21.2pp |
| Annual return | -20.12% | 3.52%-23.6pp | 35.91%-56.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,106 | $3,779-70.7% | $4,656-76.2% | $4,027-72.5% |
| Admin fee / account holder | $1,124 | $6,112-81.6% | $7,493-85.0% | $5,403-79.2% |