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 | $11,104 | $65,041-82.9% | $90,951-87.8% | $79,858-86.1% |
| Participation rate | 38.7% | 61.6%-22.9pp | 69.0%-30.3pp | 69.6%-30.9pp |
| Annual return | 6.29% | 30.45%-24.2pp | 134.60%-128.3pp | 31.71%-25.4pp |
| Employer contribution / active EE | $483 | $1,247-61.3% | $2,122-77.3% | $2,471-80.5% |
| Participant deferral / active EE | $1,011 | $2,512-59.7% | $3,373-70.0% | $3,740-73.0% |
| Admin fee / account holder | $492 | $4,536-89.1% | $5,959-91.7% | $5,306-90.7% |