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 | $13,515 | $65,390-79.3% | $169,368-92.0% | $71,457-81.1% |
| Participation rate | 9.6% | 67.0%-57.3pp | 77.1%-67.5pp | 67.9%-58.3pp |
| Annual return | 15.03% | 21.31%-6.3pp | 405.60%-390.6pp | 28.85%-13.8pp |
| Employer contribution / active EE | $0 | $2,079-100.0% | $4,013-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $258 | $4,367-94.1% | $6,221-95.9% | $4,289-94.0% |
| Admin fee / account holder | $1,320 | $1,324-0.3% | $9,003-85.3% | $1,587-16.9% |