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 | $19,497 | $73,933-73.6% | $96,683-79.8% | $75,163-74.1% |
| Participation rate | 47.5% | 66.4%-18.9pp | 74.3%-26.8pp | 67.2%-19.7pp |
| Annual return | 6.17% | 26.70%-20.5pp | 35.69%-29.5pp | 160.62%-154.4pp |
| Employer contribution / active EE | $5,314 | $2,928+81.5% | $3,737+42.2% | $2,670+99.0% |
| Participant deferral / active EE | $672 | $3,659-81.6% | $4,878-86.2% | $4,125-83.7% |
| Admin fee / account holder | $9,159 | $5,216+75.6% | $6,730+36.1% | $5,651+62.1% |