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 | $12,950 | $98,750-86.9% | $149,696-91.3% | $79,858-83.8% |
| Participation rate | 54.1% | 75.8%-21.7pp | 82.5%-28.4pp | 69.6%-15.5pp |
| Annual return | 12.04% | 27.43%-15.4pp | 276.60%-264.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $628 | $3,216-80.5% | $4,644-86.5% | $2,471-74.6% |
| Participant deferral / active EE | $1,331 | $5,680-76.6% | $6,842-80.5% | $3,740-64.4% |
| Admin fee / account holder | $1,750 | $6,053-71.1% | $9,309-81.2% | $5,306-67.0% |