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 | $37,468 | $138,347-72.9% | $184,203-79.7% | $80,856-53.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 86.8%-20.2pp | 67.6%-1.0pp |
| Annual return | 10.97% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,508 | $7,071-64.5% | $9,131-72.5% | $4,296-41.6% |
| Admin fee / account holder | $4,723 | $10,483-55.0% | $13,901-66.0% | $6,918-31.7% |