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 | $8,720 | $78,485-88.9% | $106,213-91.8% | $74,495-88.3% |
| Participation rate | 32.5% | 72.8%-40.3pp | 75.3%-42.8pp | 67.2%-34.7pp |
| Annual return | 10.66% | 15.95%-5.3pp | 116.14%-105.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,171-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $692 | $4,322-84.0% | $5,016-86.2% | $4,346-84.1% |
| Admin fee / account holder | $812 | $2,232-63.6% | $11,033-92.6% | $1,942-58.2% |