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 | $12,961 | $61,272-78.8% | $149,673-91.3% | $71,457-81.9% |
| Participation rate | 31.1% | 62.5%-31.4pp | 78.8%-47.6pp | 67.9%-36.8pp |
| Annual return | 9.49% | 35.85%-26.4pp | 134.42%-124.9pp | 28.85%-19.4pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $794 | $2,917-72.8% | $5,680-86.0% | $4,289-81.5% |
| Admin fee / account holder | $1,645 | $1,261+30.4% | $13,210-87.5% | $1,587+3.6% |