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 | $11,413 | $80,968-85.9% | $96,544-88.2% | $75,163-84.8% |
| Participation rate | 20.0% | 71.8%-51.8pp | 76.0%-56.0pp | 67.2%-47.2pp |
| Annual return | 11.11% | 27.06%-16.0pp | 25.84%-14.7pp | 160.62%-149.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $228 | $3,928-94.2% | $4,851-95.3% | $4,125-94.5% |
| Admin fee / account holder | $3,413 | $6,724-49.2% | $8,252-58.6% | $5,651-39.6% |