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 | $16,128 | $59,805-73.0% | $79,550-79.7% | $68,494-76.5% |
| Participation rate | 17.4% | 61.1%-43.7pp | 69.5%-52.1pp | 67.9%-50.5pp |
| Annual return | -24.00% | -12.30%-11.7pp | 0.16%-24.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $675 | $3,024-77.7% | $3,985-83.1% | $4,027-83.2% |
| Admin fee / account holder | $1,788 | $4,835-63.0% | $6,832-73.8% | $5,403-66.9% |