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 | $5,570 | $54,726-89.8% | $68,793-91.9% | $64,186-91.3% |
| Participation rate | 18.3% | 68.0%-49.7pp | 72.2%-53.9pp | 69.6%-51.3pp |
| Annual return | -8.75% | -1.62%-7.1pp | -4.63%-4.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $187 | $2,626-92.9% | $3,311-94.3% | $3,470-94.6% |
| Admin fee / account holder | $542 | $4,027-86.5% | $5,131-89.4% | $4,888-88.9% |