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 | $22,392 | $119,446-81.3% | $150,045-85.1% | $85,563-73.8% |
| Participation rate | 4.7% | 75.4%-70.7pp | 82.3%-77.6pp | 66.0%-61.2pp |
| Annual return | 13.90% | 23.72%-9.8pp | 62.55%-48.6pp | 31.51%-17.6pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $440 | $7,985-94.5% | $7,997-94.5% | $4,375-90.0% |
| Admin fee / account holder | $16,417 | $548+2898.3% | $13,435+22.2% | $834+1868.0% |