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.
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 | $9,484 | $82,664-88.5% | $125,339-92.4% | $68,494-86.2% |
| Participation rate | 48.1% | 75.0%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -26.26% | -5.97%-20.3pp | 572.05%-598.3pp | -7.84%-18.4pp |
| Employer contribution / active EE | $832 | $3,381-75.4% | $4,814-82.7% | $2,596-68.0% |
| Participant deferral / active EE | $1,285 | $6,110-79.0% | $7,446-82.7% | $4,027-68.1% |
| Admin fee / account holder | $455 | $6,275-92.7% | $10,010-95.5% | $5,403-91.6% |