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 | $17,005 | $85,766-80.2% | $136,294-87.5% | $70,131-75.8% |
| Participation rate | 42.9% | 74.2%-31.3pp | 81.9%-39.1pp | 69.5%-26.7pp |
| Annual return | 10.93% | 31.45%-20.5pp | 5155.94%-5145.0pp | 73.14%-62.2pp |
| Employer contribution / active EE | $1,304 | $2,966-56.1% | $4,695-72.2% | $2,342-44.4% |
| Participant deferral / active EE | $2,085 | $5,051-58.7% | $6,247-66.6% | $3,332-37.4% |
| Admin fee / account holder | $524 | $5,420-90.3% | $9,243-94.3% | $4,645-88.7% |