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 | $9,632 | $68,346-85.9% | $94,646-89.8% | $75,163-87.2% |
| Participation rate | 68.6% | 76.1%-7.5pp | 80.8%-12.2pp | 67.2%+1.4pp |
| Annual return | 10.99% | 616.93%-605.9pp | 156.71%-145.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,208 | $6,537-81.5% | $7,418-83.7% | $4,125-70.7% |
| Admin fee / account holder | $1,079 | $5,326-79.7% | $7,231-85.1% | $5,651-80.9% |