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 5-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 | $11,093 | $71,883-84.6% | $86,677-87.2% | $68,494-83.8% |
| Participation rate | 20.7% | 72.2%-51.5pp | 76.6%-55.9pp | 67.9%-47.2pp |
| Annual return | -20.30% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,487 | $3,779-60.6% | $4,656-68.0% | $4,027-63.1% |
| Admin fee / account holder | $929 | $6,112-84.8% | $7,493-87.6% | $5,403-82.8% |