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 | $5,563 | $72,012-92.3% | $185,823-97.0% | $79,858-93.0% |
| Participation rate | 24.2% | 65.8%-41.6pp | 78.0%-53.8pp | 69.6%-45.4pp |
| Annual return | 8.17% | 23.12%-14.9pp | 35.95%-27.8pp | 31.71%-23.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $163 | $3,779-95.7% | $5,632-97.1% | $3,740-95.7% |
| Admin fee / account holder | $1,963 | $4,513-56.5% | $9,500-79.3% | $5,306-63.0% |