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 5-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 | $5,672 | $62,603-90.9% | $104,294-94.6% | $66,914-91.5% |
| Participation rate | 52.8% | 59.6%-6.8pp | 73.3%-20.5pp | 69.8%-17.0pp |
| Annual return | -20.02% | -14.70%-5.3pp | 24.61%-44.6pp | 1.58%-21.6pp |
| Employer contribution / active EE | $0 | $1,972-100.0% | $3,372-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,314 | $2,853-18.9% | $4,625-50.0% | $4,237-45.4% |
| Admin fee / account holder | $486 | $656-25.8% | $7,339-93.4% | $593-18.0% |