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 | $8,991 | $81,632-89.0% | $70,449-87.2% | $158,922-94.3% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 3.09% | 208.40%-205.3pp | 109.03%-105.9pp | 302.83%-299.7pp |
| Employer contribution / active EE | $524 | $3,217-83.7% | $2,737-80.8% | $4,761-89.0% |
| Participant deferral / active EE | $794 | $4,554-82.6% | $3,709-78.6% | $5,982-86.7% |
| Admin fee / account holder | $22,461 | $6,193+262.7% | $3,845+484.1% | $11,246+99.7% |