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 | $4,973 | $44,850-88.9% | $60,547-91.8% | $59,632-91.7% |
| Participation rate | 30.0% | 59.5%-29.5pp | 68.0%-38.0pp | 68.7%-38.7pp |
| Annual return | -4.42% | 1074.14%-1078.6pp | 335.64%-340.1pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,021 | $2,230-54.2% | $3,328-69.3% | $3,192-68.0% |
| Admin fee / account holder | $872 | $3,635-76.0% | $4,536-80.8% | $4,297-79.7% |