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 | $11,327 | $85,202-86.7% | $172,739-93.4% | $72,985-84.5% |
| Participation rate | 29.3% | 70.1%-40.8pp | 82.6%-53.4pp | 69.5%-40.2pp |
| Annual return | 13.52% | 27.32%-13.8pp | 802.84%-789.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $415 | $3,324-87.5% | $5,143-91.9% | $2,440-83.0% |
| Participant deferral / active EE | $599 | $3,260-81.6% | $5,198-88.5% | $3,607-83.4% |
| Admin fee / account holder | $4,497 | $5,884-23.6% | $13,954-67.8% | $5,124-12.3% |