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 | $24,130 | $125,758-80.8% | $169,993-85.8% | $75,163-67.9% |
| Participation rate | 55.2% | 83.6%-28.4pp | 87.0%-31.8pp | 67.2%-12.0pp |
| Annual return | 11.93% | 27.20%-15.3pp | 53.37%-41.4pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $978 | $6,837-85.7% | $10,408-90.6% | $4,125-76.3% |
| Admin fee / account holder | $8,618 | $8,173+5.4% | $12,815-32.8% | $5,651+52.5% |