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 | $14,338 | $93,571-84.7% | $135,903-89.5% | $75,163-80.9% |
| Participation rate | 38.0% | 75.2%-37.2pp | 81.9%-43.9pp | 67.2%-29.2pp |
| Annual return | 13.12% | 30.90%-17.8pp | 68.23%-55.1pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,905 | $3,537-46.1% | $4,856-60.8% | $2,670-28.6% |
| Participant deferral / active EE | $192 | $6,404-97.0% | $7,758-97.5% | $4,125-95.3% |
| Admin fee / account holder | $868 | $6,975-87.6% | $10,762-91.9% | $5,651-84.6% |