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 | $11,455 | $95,416-88.0% | $185,823-93.8% | $85,850-86.7% |
| Participation rate | 15.0% | 68.8%-53.8pp | 81.7%-66.7pp | 69.3%-54.3pp |
| Annual return | 9.11% | 23.59%-14.5pp | 122.05%-112.9pp | 318.53%-309.4pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $832 | $3,423-75.7% | $5,568-85.1% | $3,952-78.9% |
| Admin fee / account holder | $2,678 | $7,213-62.9% | $16,237-83.5% | $6,260-57.2% |