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 | $3,496 | $118,427-97.0% | $66,042-94.7% | $142,382-97.5% |
| Participation rate | 44.4% | 68.1%-23.7pp | 67.5%-23.1pp | 80.1%-35.7pp |
| Annual return | 6.22% | 35.57%-29.3pp | 52.11%-45.9pp | 217.08%-210.9pp |
| Employer contribution / active EE | $135 | $2,570-94.8% | $1,579-91.5% | $4,299-96.9% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $2,835-100.0% | $6,507-100.0% |
| Admin fee / account holder | $654 | $9,593-93.2% | $5,747-88.6% | $12,624-94.8% |