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 | $13,899 | $57,354-75.8% | $83,848-83.4% | $64,186-78.3% |
| Participation rate | 60.7% | 68.6%-7.9pp | 76.1%-15.4pp | 69.6%-8.9pp |
| Annual return | -8.60% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,513 | $2,545-1.3% | $3,631-30.8% | $2,381+5.6% |
| Participant deferral / active EE | $902 | $2,993-69.9% | $4,082-77.9% | $3,470-74.0% |
| Admin fee / account holder | $2,454 | $4,046-39.3% | $5,478-55.2% | $4,888-49.8% |