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 | $32,270 | $95,803-66.3% | $113,168-71.5% | $84,808-61.9% |
| Participation rate | 41.2% | 72.9%-31.7pp | 76.6%-35.4pp | 68.3%-27.1pp |
| Annual return | 8.27% | 25.00%-16.7pp | 24.27%-16.0pp | 40.90%-32.6pp |
| Employer contribution / active EE | $937 | $2,360-60.3% | $2,975-68.5% | $2,631-64.4% |
| Participant deferral / active EE | $1,186 | $4,242-72.0% | $5,107-76.8% | $4,212-71.8% |
| Admin fee / account holder | $35,353 | $8,989+293.3% | $12,068+193.0% | $7,344+381.4% |