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 | $6,824 | $80,717-91.5% | $154,803-95.6% | $84,808-92.0% |
| Participation rate | 53.7% | 66.8%-13.2pp | 78.1%-24.4pp | 68.3%-14.7pp |
| Annual return | 6.51% | 37.96%-31.4pp | 58.88%-52.4pp | 40.90%-34.4pp |
| Employer contribution / active EE | $374 | $2,761-86.4% | $4,305-91.3% | $2,631-85.8% |
| Participant deferral / active EE | $577 | $3,303-82.5% | $5,540-89.6% | $4,212-86.3% |
| Admin fee / account holder | $1,233 | $6,746-81.7% | $14,329-91.4% | $7,344-83.2% |