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 | $7,929 | $71,883-89.0% | $86,677-90.9% | $68,494-88.4% |
| Participation rate | 29.5% | 72.2%-42.7pp | 76.6%-47.0pp | 67.9%-38.3pp |
| Annual return | -23.18% | 3.52%-26.7pp | 35.91%-59.1pp | -7.84%-15.3pp |
| Employer contribution / active EE | $754 | $2,173-65.3% | $2,836-73.4% | $2,596-71.0% |
| Participant deferral / active EE | $1,299 | $3,779-65.6% | $4,656-72.1% | $4,027-67.7% |
| Admin fee / account holder | $1,177 | $6,112-80.7% | $7,493-84.3% | $5,403-78.2% |