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 | $14,030 | $63,346-77.9% | $92,233-84.8% | $70,131-80.0% |
| Participation rate | 60.5% | 68.7%-8.1pp | 76.5%-16.0pp | 69.5%-9.0pp |
| Annual return | 11.13% | 530.12%-519.0pp | 176.28%-165.1pp | 73.14%-62.0pp |
| Employer contribution / active EE | $784 | $2,471-68.3% | $3,679-78.7% | $2,342-66.6% |
| Participant deferral / active EE | $837 | $2,854-70.7% | $3,897-78.5% | $3,332-74.9% |
| Admin fee / account holder | $2,394 | $3,840-37.7% | $5,194-53.9% | $4,645-48.5% |