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 7-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 | $6,688 | $129,942-94.9% | $104,294-93.6% | $134,475-95.0% |
| Participation rate | 54.2% | 79.5%-25.4pp | 73.3%-19.1pp | 81.2%-27.1pp |
| Annual return | -21.45% | 42.03%-63.5pp | 24.61%-46.1pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,347 | $4,184-67.8% | $3,372-60.0% | $4,740-71.6% |
| Participant deferral / active EE | $1,018 | $5,588-81.8% | $4,625-78.0% | $6,400-84.1% |
| Admin fee / account holder | $1,131 | $9,323-87.9% | $7,339-84.6% | $11,426-90.1% |