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 | $31,620 | $197,591-84.0% | $177,821-82.2% | $158,922-80.1% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.7%-34.4pp | 82.0%-28.6pp |
| Annual return | 5.72% | 58.76%-53.0pp | 48.32%-42.6pp | 302.83%-297.1pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,459 | $8,405-82.6% | $7,714-81.1% | $5,982-75.6% |
| Admin fee / account holder | $33,190 | $15,399+115.5% | $12,427+167.1% | $11,246+195.1% |