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 | $11,811 | $115,770-89.8% | $101,248-88.3% | $158,922-92.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.8%-15.8pp | 82.0%-22.0pp |
| Annual return | 1.44% | 56.14%-54.7pp | 46.47%-45.0pp | 302.83%-301.4pp |
| Employer contribution / active EE | $1,463 | $4,175-64.9% | $3,660-60.0% | $4,761-69.3% |
| Participant deferral / active EE | $405 | $4,957-91.8% | $4,370-90.7% | $5,982-93.2% |
| Admin fee / account holder | $7,076 | $7,245-2.3% | $5,945+19.0% | $11,246-37.1% |