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.
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 | $10,181 | $69,010-85.2% | $159,960-93.6% | $68,494-85.1% |
| Participation rate | 23.1% | 65.4%-42.3pp | 78.0%-54.9pp | 67.9%-44.8pp |
| Annual return | -25.15% | -9.65%-15.5pp | 408.60%-433.7pp | -7.84%-17.3pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,474 | $4,212-65.0% | $6,182-76.2% | $4,027-63.4% |
| Admin fee / account holder | $801 | $4,798-83.3% | $8,698-90.8% | $5,403-85.2% |