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 | $6,204 | $115,770-94.6% | $101,248-93.9% | $158,922-96.1% |
| Participation rate | 58.8% | 79.4%-20.5pp | 75.8%-17.0pp | 82.0%-23.1pp |
| Annual return | -12.83% | 56.14%-69.0pp | 46.47%-59.3pp | 302.83%-315.7pp |
| Employer contribution / active EE | $871 | $4,175-79.1% | $3,660-76.2% | $4,761-81.7% |
| Participant deferral / active EE | $664 | $4,957-86.6% | $4,370-84.8% | $5,982-88.9% |
| Admin fee / account holder | $7,448 | $7,245+2.8% | $5,945+25.3% | $11,246-33.8% |