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 | $23,513 | $105,181-77.6% | $159,436-85.3% | $85,850-72.6% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.8%-17.4pp | 69.3%-3.9pp |
| Annual return | 12.13% | 45.07%-32.9pp | 263.57%-251.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,276 | $3,318-61.5% | $4,829-73.6% | $2,565-50.2% |
| Participant deferral / active EE | $1,881 | $5,945-68.4% | $7,352-74.4% | $3,952-52.4% |
| Admin fee / account holder | $2,434 | $6,933-64.9% | $10,799-77.5% | $6,260-61.1% |