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 | $7,159 | $84,233-91.5% | $170,442-95.8% | $70,131-89.8% |
| Participation rate | 44.9% | 70.8%-25.9pp | 83.6%-38.7pp | 69.5%-24.6pp |
| Annual return | 11.54% | 23.06%-11.5pp | 205.93%-194.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $385 | $3,387-88.6% | $5,433-92.9% | $2,342-83.6% |
| Participant deferral / active EE | $463 | $3,086-85.0% | $4,939-90.6% | $3,332-86.1% |
| Admin fee / account holder | $884 | $5,698-84.5% | $13,880-93.6% | $4,645-81.0% |