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 | $3,128 | $63,346-95.1% | $92,233-96.6% | $70,131-95.5% |
| Participation rate | 27.5% | 68.7%-41.2pp | 76.5%-49.0pp | 69.5%-42.0pp |
| Annual return | 9.80% | 530.12%-520.3pp | 176.28%-166.5pp | 73.14%-63.3pp |
| Employer contribution / active EE | $675 | $2,471-72.7% | $3,679-81.7% | $2,342-71.2% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,471 | $3,840-61.7% | $5,194-71.7% | $4,645-68.3% |