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 | $16,436 | $238,490-93.1% | $180,183-90.9% | $142,382-88.5% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.4%-17.4pp | 80.1%-20.1pp |
| Annual return | 5.95% | 33.56%-27.6pp | 27.86%-21.9pp | 217.08%-211.1pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,230 | $7,996-72.1% | $6,822-67.3% | $6,507-65.7% |
| Admin fee / account holder | $119,070 | $28,866+312.5% | $19,975+496.1% | $12,624+843.2% |