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 | $11,606 | $80,753-85.6% | $136,294-91.5% | $62,292-81.4% |
| Participation rate | 4.7% | 73.5%-68.8pp | 81.9%-77.2pp | 69.5%-64.8pp |
| Annual return | 11.23% | 35.83%-24.6pp | 5155.94%-5144.7pp | 28.90%-17.7pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $252 | $5,164-95.1% | $6,247-96.0% | $3,169-92.1% |
| Admin fee / account holder | $3,966 | $525+654.8% | $9,243-57.1% | $479+727.3% |