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 | $19,118 | $81,208-76.5% | $98,907-80.7% | $79,858-76.1% |
| Participation rate | 39.0% | 72.5%-33.5pp | 76.0%-37.1pp | 69.6%-30.7pp |
| Annual return | 9.62% | 60.99%-51.4pp | 196.43%-186.8pp | 31.71%-22.1pp |
| Employer contribution / active EE | $699 | $1,960-64.3% | $2,689-74.0% | $2,471-71.7% |
| Participant deferral / active EE | $1,388 | $3,265-57.5% | $4,244-67.3% | $3,740-62.9% |
| Admin fee / account holder | $373 | $6,013-93.8% | $6,642-94.4% | $5,306-93.0% |