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 6-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 | $6,358 | $82,664-92.3% | $125,339-94.9% | $68,494-90.7% |
| Participation rate | 42.3% | 75.0%-32.7pp | 82.4%-40.1pp | 67.9%-25.6pp |
| Annual return | -33.75% | -5.97%-27.8pp | 572.05%-605.8pp | -7.84%-25.9pp |
| Employer contribution / active EE | $1,755 | $3,381-48.1% | $4,814-63.5% | $2,596-32.4% |
| Participant deferral / active EE | $1,822 | $6,110-70.2% | $7,446-75.5% | $4,027-54.8% |
| Admin fee / account holder | $1,373 | $6,275-78.1% | $10,010-86.3% | $5,403-74.6% |