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 | $14,775 | $48,570-69.6% | $130,648-88.7% | $72,985-79.8% |
| Participation rate | 18.2% | 58.6%-40.4pp | 71.7%-53.6pp | 69.5%-51.3pp |
| Annual return | 1.67% | 38.63%-37.0pp | 1708.96%-1707.3pp | 81.00%-79.3pp |
| Employer contribution / active EE | $294 | $1,334-78.0% | $4,092-92.8% | $2,440-88.0% |
| Participant deferral / active EE | $554 | $2,384-76.8% | $3,603-84.6% | $3,607-84.6% |
| Admin fee / account holder | $2,684 | $3,549-24.4% | $5,464-50.9% | $5,124-47.6% |