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 9-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 | $20,833 | $71,883-71.0% | $86,677-76.0% | $68,494-69.6% |
| Participation rate | 20.0% | 72.2%-52.2pp | 76.6%-56.6pp | 67.9%-47.9pp |
| Annual return | -26.37% | 3.52%-29.9pp | 35.91%-62.3pp | -7.84%-18.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $471 | $3,779-87.5% | $4,656-89.9% | $4,027-88.3% |
| Admin fee / account holder | $1,113 | $6,112-81.8% | $7,493-85.2% | $5,403-79.4% |