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 | $14,067 | $109,881-87.2% | $150,045-90.6% | $84,808-83.4% |
| Participation rate | 3.4% | 76.1%-72.6pp | 82.3%-78.9pp | 68.3%-64.9pp |
| Annual return | 10.76% | 28.25%-17.5pp | 62.55%-51.8pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,038 | $3,561-70.9% | $4,693-77.9% | $2,631-60.6% |
| Participant deferral / active EE | $1,910 | $6,636-71.2% | $7,997-76.1% | $4,212-54.6% |
| Admin fee / account holder | $218,322 | $8,568+2448.1% | $13,435+1525.0% | $7,344+2872.9% |