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 | $15,674 | $72,492-78.4% | $87,100-82.0% | $72,985-78.5% |
| Participation rate | 66.2% | 72.8%-6.6pp | 76.9%-10.7pp | 69.5%-3.3pp |
| Annual return | 4.05% | 24.46%-20.4pp | 28.19%-24.1pp | 81.00%-77.0pp |
| Employer contribution / active EE | $778 | $1,894-58.9% | $2,521-69.1% | $2,440-68.1% |
| Participant deferral / active EE | $912 | $3,270-72.1% | $4,049-77.5% | $3,607-74.7% |
| Admin fee / account holder | $5,375 | $5,055+6.3% | $7,497-28.3% | $5,124+4.9% |