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 | $3,814 | $99,877-96.2% | $84,966-95.5% | $145,922-97.4% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | -2.27% | 83.76%-86.0pp | 66.38%-68.7pp | 561.29%-563.6pp |
| Employer contribution / active EE | $433 | $3,231-86.6% | $2,727-84.1% | $4,660-90.7% |
| Participant deferral / active EE | $520 | $5,291-90.2% | $4,519-88.5% | $6,688-92.2% |
| Admin fee / account holder | $3,216 | $7,248-55.6% | $6,149-47.7% | $13,397-76.0% |