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 | $11,107 | $52,836-79.0% | $105,738-89.5% | $64,186-82.7% |
| Participation rate | 6.5% | 66.5%-60.0pp | 76.3%-69.8pp | 69.6%-63.0pp |
| Annual return | -8.49% | 14.30%-22.8pp | 6.27%-14.8pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $283 | $2,545-88.9% | $4,080-93.1% | $3,470-91.8% |
| Admin fee / account holder | $1,137 | $3,959-71.3% | $6,913-83.5% | $4,888-76.7% |