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 | $18,336 | $59,417-69.1% | $93,606-80.4% | $74,495-75.4% |
| Participation rate | 33.3% | 59.7%-26.3pp | 68.7%-35.4pp | 67.2%-33.9pp |
| Annual return | 10.46% | 81.83%-71.4pp | 133.20%-122.7pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $381 | $1,264-69.8% | $2,420-84.2% | $2,623-85.5% |
| Participant deferral / active EE | $1,029 | $3,050-66.3% | $4,411-76.7% | $4,346-76.3% |
| Admin fee / account holder | $1,284 | $3,021-57.5% | $8,285-84.5% | $1,942-33.9% |