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 | $17,604 | $160,055-89.0% | $140,016-87.4% | $135,375-87.0% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.5%-23.9pp | 82.6%-19.0pp |
| Annual return | -11.60% | 911.38%-923.0pp | 651.12%-662.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,118 | $7,642-72.3% | $6,927-69.4% | $5,609-62.2% |
| Admin fee / account holder | $3,245 | $13,328-75.7% | $10,705-69.7% | $10,827-70.0% |