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 5-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 | $14,569 | $148,978-90.2% | $200,582-92.7% | $84,808-82.8% |
| Participation rate | 5.6% | 84.2%-78.7pp | 86.9%-81.3pp | 68.3%-62.8pp |
| Annual return | 9.52% | 28.16%-18.6pp | 42.33%-32.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $438 | $7,142-93.9% | $9,331-95.3% | $4,212-89.6% |
| Admin fee / account holder | $16,867 | $13,977+20.7% | $16,305+3.4% | $7,344+129.7% |