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 | $8,123 | $110,257-92.6% | $96,544-91.6% | $139,434-94.2% |
| Participation rate | 8.7% | 78.1%-69.4pp | 76.0%-67.3pp | 80.3%-71.6pp |
| Annual return | -4.46% | 26.32%-30.8pp | 25.84%-30.3pp | 372.94%-377.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $379 | $5,548-93.2% | $4,851-92.2% | $6,710-94.4% |
| Admin fee / account holder | $22,800 | $11,591+96.7% | $8,252+176.3% | $11,403+100.0% |