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 | $2,037 | $62,586-96.7% | $76,768-97.3% | $64,186-96.8% |
| Participation rate | 22.2% | 72.8%-50.6pp | 77.0%-54.7pp | 69.6%-47.3pp |
| Annual return | -10.02% | -1.95%-8.1pp | 2.43%-12.5pp | 7.63%-17.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $282 | $3,145-91.0% | $3,852-92.7% | $3,470-91.9% |
| Admin fee / account holder | $371 | $4,667-92.1% | $6,675-94.4% | $4,888-92.4% |