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 | $36,336 | $84,556-57.0% | $116,228-68.7% | $74,304-51.1% |
| Participation rate | 10.1% | 66.0%-56.0pp | 74.6%-64.5pp | 60.3%-50.3pp |
| Annual return | 3.22% | 18.35%-15.1pp | 90.06%-86.8pp | 29.43%-26.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $229 | $3,814-94.0% | $4,953-95.4% | $3,767-93.9% |
| Admin fee / account holder | $13,559 | $3,792+257.6% | $11,989+13.1% | $2,969+356.7% |