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 8-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 | $14,316 | $71,883-80.1% | $86,677-83.5% | $68,494-79.1% |
| Participation rate | 46.7% | 72.2%-25.6pp | 76.6%-29.9pp | 67.9%-21.2pp |
| Annual return | -23.65% | 3.52%-27.2pp | 35.91%-59.6pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,208 | $2,173-44.4% | $2,836-57.4% | $2,596-53.5% |
| Participant deferral / active EE | $1,603 | $3,779-57.6% | $4,656-65.6% | $4,027-60.2% |
| Admin fee / account holder | $1,761 | $6,112-71.2% | $7,493-76.5% | $5,403-67.4% |