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 | $19,456 | $77,813-75.0% | $123,544-84.3% | $64,186-69.7% |
| Participation rate | 7.5% | 74.7%-67.2pp | 82.3%-74.8pp | 69.6%-62.1pp |
| Annual return | -25.97% | 12.48%-38.5pp | 119.20%-145.2pp | 7.63%-33.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $413 | $5,240-92.1% | $6,426-93.6% | $3,470-88.1% |
| Admin fee / account holder | $3,968 | $5,519-28.1% | $9,284-57.3% | $4,888-18.8% |