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 10-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 | $9,476 | $54,726-82.7% | $68,793-86.2% | $64,186-85.2% |
| Participation rate | 17.6% | 68.0%-50.4pp | 72.2%-54.6pp | 69.6%-51.9pp |
| Annual return | -8.94% | -1.62%-7.3pp | -4.63%-4.3pp | 7.63%-16.6pp |
| Employer contribution / active EE | $631 | $1,846-65.8% | $2,625-75.9% | $2,381-73.5% |
| Participant deferral / active EE | $844 | $2,626-67.9% | $3,311-74.5% | $3,470-75.7% |
| Admin fee / account holder | $7,654 | $4,027+90.1% | $5,131+49.2% | $4,888+56.6% |