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.
Employer 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 | $9,427 | $51,197-81.6% | $82,719-88.6% | $66,914-85.9% |
| Participation rate | 35.3% | 67.8%-32.5pp | 72.6%-37.3pp | 69.8%-34.5pp |
| Annual return | -20.52% | -9.64%-10.9pp | 701.18%-721.7pp | 1.58%-22.1pp |
| Employer contribution / active EE | $369 | $2,611-85.8% | $3,009-87.7% | $2,544-85.5% |
| Participant deferral / active EE | $1,143 | $3,458-66.9% | $4,395-74.0% | $4,237-73.0% |
| Admin fee / account holder | $317 | $416-23.8% | $5,329-94.1% | $593-46.6% |