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 3-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 | $5,059 | $108,919-95.4% | $100,391-95.0% | $145,922-96.5% |
| Participation rate | 60.0% | 82.9%-22.9pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | -22.92% | 57.88%-80.8pp | 49.20%-72.1pp | 561.29%-584.2pp |
| Employer contribution / active EE | $383 | $4,419-91.3% | $3,942-90.3% | $4,660-91.8% |
| Participant deferral / active EE | $726 | $8,445-91.4% | $8,082-91.0% | $6,688-89.1% |
| Admin fee / account holder | $3,412 | $9,689-64.8% | $7,899-56.8% | $13,397-74.5% |