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.
Employer 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 | $7,212 | $82,630-91.3% | $64,105-88.8% | $125,391-94.2% |
| Participation rate | 34.8% | 75.9%-41.1pp | 68.2%-33.4pp | 83.2%-48.4pp |
| Annual return | -5.75% | 1489.72%-1495.5pp | 791.24%-797.0pp | 282.22%-288.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,094 | $3,608-42.0% | $2,822-25.8% | $5,352-60.9% |
| Admin fee / account holder | $1,111 | $6,382-82.6% | $4,499-75.3% | $9,540-88.4% |