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 | $16,405 | $74,927-78.1% | $101,794-83.9% | $84,808-80.7% |
| Participation rate | 68.5% | 61.4%+7.1pp | 69.2%-0.7pp | 68.3%+0.2pp |
| Annual return | 11.10% | 18.70%-7.6pp | 30.53%-19.4pp | 40.90%-29.8pp |
| Employer contribution / active EE | $430 | $1,522-71.7% | $2,289-81.2% | $2,631-83.7% |
| Participant deferral / active EE | $990 | $3,099-68.1% | $4,084-75.8% | $4,212-76.5% |
| Admin fee / account holder | $997 | $6,514-84.7% | $8,777-88.6% | $7,344-86.4% |