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 | $14,794 | $69,977-78.9% | $108,579-86.4% | $62,891-76.5% |
| Participation rate | 37.3% | 72.9%-35.6pp | 79.6%-42.2pp | 69.3%-32.0pp |
| Annual return | 4.43% | 10.73%-6.3pp | -51.70%+56.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $480 | $2,135-77.5% | $3,758-87.2% | $2,281-78.9% |
| Participant deferral / active EE | $878 | $3,165-72.2% | $4,311-79.6% | $3,203-72.6% |
| Admin fee / account holder | $1,172 | $5,076-76.9% | $7,645-84.7% | $4,296-72.7% |