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 | $16,707 | $89,753-81.4% | $107,525-84.5% | $84,808-80.3% |
| Participation rate | 27.0% | 68.1%-41.0pp | 75.1%-48.0pp | 68.3%-41.3pp |
| Annual return | 11.08% | 29.48%-18.4pp | 181.32%-170.2pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,683 | $3,113-45.9% | $3,754-55.2% | $2,631-36.0% |
| Participant deferral / active EE | $315 | $4,056-92.2% | $5,116-93.8% | $4,212-92.5% |
| Admin fee / account holder | $5,952 | $7,222-17.6% | $8,919-33.3% | $7,344-19.0% |