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 | $7,127 | $84,233-91.5% | $170,442-95.8% | $70,131-89.8% |
| Participation rate | 39.6% | 70.8%-31.2pp | 83.6%-44.0pp | 69.5%-29.9pp |
| Annual return | 9.13% | 23.06%-13.9pp | 205.93%-196.8pp | 73.14%-64.0pp |
| Employer contribution / active EE | $467 | $3,387-86.2% | $5,433-91.4% | $2,342-80.1% |
| Participant deferral / active EE | $555 | $3,086-82.0% | $4,939-88.8% | $3,332-83.3% |
| Admin fee / account holder | $818 | $5,698-85.6% | $13,880-94.1% | $4,645-82.4% |