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 | $31,970 | $95,803-66.6% | $113,168-71.8% | $84,808-62.3% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 10.02% | 25.00%-15.0pp | 24.27%-14.2pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,352 | $2,360-42.7% | $2,975-54.6% | $2,631-48.6% |
| Participant deferral / active EE | $1,436 | $4,242-66.1% | $5,107-71.9% | $4,212-65.9% |
| Admin fee / account holder | $54,862 | $8,989+510.3% | $12,068+354.6% | $7,344+647.1% |