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 | $23,828 | $91,538-74.0% | $129,995-81.7% | $75,163-68.3% |
| Participation rate | 47.8% | 71.4%-23.6pp | 78.5%-30.7pp | 67.2%-19.4pp |
| Annual return | 11.50% | -631.11%+642.6pp | -137.18%+148.7pp | 160.62%-149.1pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $840 | $4,341-80.6% | $5,820-85.6% | $4,125-79.6% |
| Admin fee / account holder | $3,159 | $6,790-53.5% | $10,614-70.2% | $5,651-44.1% |