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 | $4,744 | $48,230-90.2% | $67,502-93.0% | $80,856-94.1% |
| Participation rate | 28.8% | 66.4%-37.6pp | 72.9%-44.1pp | 67.6%-38.8pp |
| Annual return | 10.92% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $509 | $2,020-74.8% | $2,731-81.4% | $2,755-81.5% |
| Participant deferral / active EE | $173 | $2,924-94.1% | $4,000-95.7% | $4,296-96.0% |
| Admin fee / account holder | $11,371 | $3,681+208.9% | $3,998+184.4% | $6,918+64.4% |