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 9-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 | $2,991 | $50,958-94.1% | $74,550-96.0% | $64,186-95.3% |
| Participation rate | 51.3% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -9.65% | -1.86%-7.8pp | 32.53%-42.2pp | 7.63%-17.3pp |
| Employer contribution / active EE | $659 | $1,115-40.9% | $1,961-66.4% | $2,381-72.3% |
| Participant deferral / active EE | $734 | $2,301-68.1% | $3,108-76.4% | $3,470-78.9% |
| Admin fee / account holder | $461 | $4,223-89.1% | $5,060-90.9% | $4,888-90.6% |