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 | $11,980 | $85,202-85.9% | $172,739-93.1% | $72,985-83.6% |
| Participation rate | 12.0% | 70.1%-58.1pp | 82.6%-70.6pp | 69.5%-57.5pp |
| Annual return | 5.46% | 27.32%-21.9pp | 802.84%-797.4pp | 81.00%-75.5pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $75 | $3,260-97.7% | $5,198-98.6% | $3,607-97.9% |
| Admin fee / account holder | $2,108 | $5,884-64.2% | $13,954-84.9% | $5,124-58.9% |