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 | $20,684 | $94,625-78.1% | $116,228-82.2% | $84,808-75.6% |
| Participation rate | 22.2% | 70.4%-48.2pp | 74.6%-52.3pp | 68.3%-46.1pp |
| Annual return | 8.98% | 20.40%-11.4pp | 90.06%-81.1pp | 40.90%-31.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $307 | $3,972-92.3% | $4,953-93.8% | $4,212-92.7% |
| Admin fee / account holder | $14,033 | $10,091+39.1% | $11,989+17.0% | $7,344+91.1% |