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 | $12,628 | $113,935-88.9% | $94,224-86.6% | $125,391-89.9% |
| Participation rate | 25.0% | 82.9%-57.9pp | 78.8%-53.8pp | 83.2%-58.2pp |
| Annual return | -4.42% | 5.29%-9.7pp | 10.68%-15.1pp | 282.22%-286.6pp |
| Employer contribution / active EE | $924 | $4,727-80.5% | $3,587-74.2% | $4,866-81.0% |
| Participant deferral / active EE | $1,276 | $5,179-75.4% | $4,320-70.5% | $5,352-76.2% |
| Admin fee / account holder | $1,569 | $8,391-81.3% | $6,269-75.0% | $9,540-83.6% |