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 | $1,520 | $86,929-98.3% | $102,423-98.5% | $80,856-98.1% |
| Participation rate | 18.9% | 72.4%-53.5pp | 76.5%-57.6pp | 67.6%-48.7pp |
| Annual return | 4.79% | 18.88%-14.1pp | 29.32%-24.5pp | 35.59%-30.8pp |
| Employer contribution / active EE | $810 | $2,369-65.8% | $3,023-73.2% | $2,755-70.6% |
| Participant deferral / active EE | $1,588 | $4,118-61.4% | $5,053-68.6% | $4,296-63.0% |
| Admin fee / account holder | $163,276 | $8,049+1928.5% | $9,451+1627.7% | $6,918+2260.2% |