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 7-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 | $17,659 | $82,664-78.6% | $125,339-85.9% | $68,494-74.2% |
| Participation rate | 39.8% | 75.0%-35.3pp | 82.4%-42.6pp | 67.9%-28.1pp |
| Annual return | -21.83% | -5.97%-15.9pp | 572.05%-593.9pp | -7.84%-14.0pp |
| Employer contribution / active EE | $945 | $3,381-72.0% | $4,814-80.4% | $2,596-63.6% |
| Participant deferral / active EE | $2,193 | $6,110-64.1% | $7,446-70.6% | $4,027-45.5% |
| Admin fee / account holder | $1,765 | $6,275-71.9% | $10,010-82.4% | $5,403-67.3% |