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.
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 | $13,180 | $167,484-92.1% | $151,611-91.3% | $134,475-90.2% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.5%-54.2pp | 81.2%-47.9pp |
| Annual return | -23.05% | 7.80%-30.8pp | 3.33%-26.4pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,398 | $6,829-79.5% | $6,166-77.3% | $4,740-70.5% |
| Participant deferral / active EE | $4,547 | $8,986-49.4% | $8,363-45.6% | $6,400-28.9% |
| Admin fee / account holder | $7,011 | $13,783-49.1% | $11,616-39.6% | $11,426-38.6% |