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 | $3,136 | $45,073-93.0% | $69,455-95.5% | $72,985-95.7% |
| Participation rate | 55.6% | 68.5%-12.9pp | 74.6%-19.1pp | 69.5%-13.9pp |
| Annual return | 2.11% | 22.65%-20.5pp | 28.97%-26.9pp | 81.00%-78.9pp |
| Employer contribution / active EE | $595 | $2,054-71.0% | $2,779-78.6% | $2,440-75.6% |
| Participant deferral / active EE | $771 | $2,602-70.4% | $3,535-78.2% | $3,607-78.6% |
| Admin fee / account holder | $359 | $3,056-88.2% | $3,839-90.6% | $5,124-93.0% |