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 | $11,910 | $112,096-89.4% | $95,952-87.6% | $158,922-92.5% |
| Participation rate | 28.6% | 79.0%-50.4pp | 77.1%-48.5pp | 82.0%-53.4pp |
| Annual return | -0.84% | 171.09%-171.9pp | 91.61%-92.5pp | 302.83%-303.7pp |
| Employer contribution / active EE | $839 | $3,198-73.8% | $2,541-67.0% | $4,761-82.4% |
| Participant deferral / active EE | $1,049 | $4,784-78.1% | $4,167-74.8% | $5,982-82.5% |
| Admin fee / account holder | $37,550 | $10,130+270.7% | $6,795+452.6% | $11,246+233.9% |