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 | $22,499 | $82,917-72.9% | $103,333-78.2% | $77,643-71.0% |
| Participation rate | 1.5% | 71.6%-70.1pp | 74.5%-73.0pp | 70.6%-69.1pp |
| Annual return | 4.06% | 19.13%-15.1pp | 24.88%-20.8pp | 31.24%-27.2pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $24 | $4,108-99.4% | $5,057-99.5% | $4,647-99.5% |
| Admin fee / account holder | $741 | $638+16.1% | $8,355-91.1% | $430+72.1% |