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 | $5,708 | $46,674-87.8% | $117,472-95.1% | $68,494-91.7% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -20.49% | -14.52%-6.0pp | 29.74%-50.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $470 | $1,505-68.7% | $4,176-88.7% | $2,596-81.9% |
| Participant deferral / active EE | $777 | $2,636-70.5% | $4,070-80.9% | $4,027-80.7% |
| Admin fee / account holder | $493 | $4,020-87.7% | $5,645-91.3% | $5,403-90.9% |