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.
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 | $7,960 | $109,881-92.8% | $150,045-94.7% | $84,808-90.6% |
| Participation rate | 5.9% | 76.1%-70.2pp | 82.3%-76.4pp | 68.3%-62.4pp |
| Annual return | -11.06% | 28.25%-39.3pp | 62.55%-73.6pp | 40.90%-52.0pp |
| Employer contribution / active EE | $1,262 | $3,561-64.6% | $4,693-73.1% | $2,631-52.0% |
| Participant deferral / active EE | $228 | $6,636-96.6% | $7,997-97.2% | $4,212-94.6% |
| Admin fee / account holder | $17,088 | $8,568+99.4% | $13,435+27.2% | $7,344+132.7% |