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 | $11,018 | $59,839-81.6% | $81,983-86.6% | $79,858-86.2% |
| Participation rate | 24.1% | 61.6%-37.5pp | 69.2%-45.1pp | 69.6%-45.5pp |
| Annual return | 9.01% | 17.56%-8.6pp | 41.31%-32.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $465 | $1,713-72.8% | $2,498-81.4% | $2,471-81.2% |
| Participant deferral / active EE | $894 | $2,695-66.8% | $3,722-76.0% | $3,740-76.1% |
| Admin fee / account holder | $10,139 | $4,287+136.5% | $5,664+79.0% | $5,306+91.1% |