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.
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 | $12,128 | $138,065-91.2% | $123,544-90.2% | $135,375-91.0% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.85% | 153.68%-165.5pp | 119.20%-131.0pp | 519.73%-531.6pp |
| Employer contribution / active EE | $1,745 | $5,151-66.1% | $4,628-62.3% | $4,779-63.5% |
| Participant deferral / active EE | $1,745 | $6,799-74.3% | $6,426-72.8% | $5,609-68.9% |
| Admin fee / account holder | $976 | $10,916-91.1% | $9,284-89.5% | $10,827-91.0% |