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 7-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.
Employer 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 | $20,944 | $110,094-81.0% | $151,611-86.2% | $68,494-69.4% |
| Participation rate | 43.9% | 84.0%-40.1pp | 87.5%-43.6pp | 67.9%-24.0pp |
| Annual return | -23.56% | -10.12%-13.4pp | 3.33%-26.9pp | -7.84%-15.7pp |
| Employer contribution / active EE | $435 | $4,471-90.3% | $6,166-92.9% | $2,596-83.3% |
| Participant deferral / active EE | $5,421 | $6,527-17.0% | $8,363-35.2% | $4,027+34.6% |
| Admin fee / account holder | $1,786 | $7,719-76.9% | $11,616-84.6% | $5,403-66.9% |