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 | $22,632 | $80,968-72.0% | $96,544-76.6% | $75,163-69.9% |
| Participation rate | 56.1% | 71.8%-15.6pp | 76.0%-19.8pp | 67.2%-11.1pp |
| Annual return | 11.78% | 27.06%-15.3pp | 25.84%-14.1pp | 160.62%-148.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,759 | $3,928-55.2% | $4,851-63.7% | $4,125-57.4% |
| Admin fee / account holder | $11,815 | $6,724+75.7% | $8,252+43.2% | $5,651+109.1% |