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 | $12,935 | $61,272-78.9% | $149,673-91.4% | $71,457-81.9% |
| Participation rate | 34.4% | 62.5%-28.1pp | 78.8%-44.4pp | 67.9%-33.5pp |
| Annual return | -13.65% | 35.85%-49.5pp | 134.42%-148.1pp | 28.85%-42.5pp |
| Employer contribution / active EE | $424 | $2,378-82.2% | $4,818-91.2% | $2,588-83.6% |
| Participant deferral / active EE | $580 | $2,917-80.1% | $5,680-89.8% | $4,289-86.5% |
| Admin fee / account holder | $3,335 | $1,261+164.4% | $13,210-74.8% | $1,587+110.1% |