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 | $9,691 | $91,190-89.4% | $178,490-94.6% | $79,858-87.9% |
| Participation rate | 21.2% | 69.2%-48.0pp | 81.9%-60.7pp | 69.6%-48.5pp |
| Annual return | 7.93% | 24.19%-16.3pp | 151.07%-143.1pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $489 | $3,236-84.9% | $5,202-90.6% | $3,740-86.9% |
| Admin fee / account holder | $4,341 | $6,751-35.7% | $13,984-69.0% | $5,306-18.2% |