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 | $23,272 | $202,318-88.5% | $172,739-86.5% | $152,861-84.8% |
| Participation rate | 61.1% | 87.1%-25.9pp | 82.6%-21.5pp | 82.4%-21.3pp |
| Annual return | 9.39% | 1029.65%-1020.3pp | 802.84%-793.5pp | 345.32%-335.9pp |
| Employer contribution / active EE | $2,418 | $5,856-58.7% | $5,143-53.0% | $4,762-49.2% |
| Participant deferral / active EE | $1,251 | $5,948-79.0% | $5,198-75.9% | $5,850-78.6% |
| Admin fee / account holder | $2,455 | $17,109-85.7% | $13,954-82.4% | $11,596-78.8% |