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 9-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 | $3,769 | $108,172-96.5% | $77,482-95.1% | $158,922-97.6% |
| Participation rate | 22.7% | 64.4%-41.7pp | 54.2%-31.5pp | 82.0%-59.2pp |
| Annual return | -5.95% | 31.67%-37.6pp | 54.79%-60.7pp | 302.83%-308.8pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $392 | $2,456-84.0% | $1,861-78.9% | $5,982-93.4% |
| Admin fee / account holder | $1,080 | $3,708-70.9% | $2,858-62.2% | $11,246-90.4% |