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 | $12,661 | $93,571-86.5% | $135,903-90.7% | $75,163-83.2% |
| Participation rate | 69.0% | 75.2%-6.1pp | 81.9%-12.9pp | 67.2%+1.9pp |
| Annual return | 12.17% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,132 | $3,537-68.0% | $4,856-76.7% | $2,670-57.6% |
| Participant deferral / active EE | $1,053 | $6,404-83.6% | $7,758-86.4% | $4,125-74.5% |
| Admin fee / account holder | $13,583 | $6,975+94.7% | $10,762+26.2% | $5,651+140.4% |