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 4-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 | $7,330 | $110,094-93.3% | $151,611-95.2% | $68,494-89.3% |
| Participation rate | 63.3% | 84.0%-20.6pp | 87.5%-24.2pp | 67.9%-4.6pp |
| Annual return | -20.23% | -10.12%-10.1pp | 3.33%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,188 | $4,471-51.0% | $6,166-64.5% | $2,596-15.7% |
| Participant deferral / active EE | $2,704 | $6,527-58.6% | $8,363-67.7% | $4,027-32.8% |
| Admin fee / account holder | $2,186 | $7,719-71.7% | $11,616-81.2% | $5,403-59.5% |