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 | $11,005 | $65,365-83.2% | $92,893-88.2% | $72,985-84.9% |
| Participation rate | 46.2% | 68.3%-22.2pp | 76.0%-29.9pp | 69.5%-23.3pp |
| Annual return | 4.96% | 42.10%-37.1pp | 109.41%-104.5pp | 81.00%-76.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $422 | $3,128-86.5% | $4,236-90.0% | $3,607-88.3% |
| Admin fee / account holder | $363 | $4,251-91.5% | $5,794-93.7% | $5,124-92.9% |