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 | $5,767 | $80,717-92.9% | $154,803-96.3% | $84,808-93.2% |
| Participation rate | 69.8% | 66.8%+3.0pp | 78.1%-8.3pp | 68.3%+1.5pp |
| Annual return | 5.23% | 37.96%-32.7pp | 58.88%-53.7pp | 40.90%-35.7pp |
| Employer contribution / active EE | $385 | $2,761-86.1% | $4,305-91.1% | $2,631-85.4% |
| Participant deferral / active EE | $730 | $3,303-77.9% | $5,540-86.8% | $4,212-82.7% |
| Admin fee / account holder | $1,432 | $6,746-78.8% | $14,329-90.0% | $7,344-80.5% |