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 | $11,469 | $67,984-83.1% | $65,493-82.5% | $74,304-84.6% |
| Participation rate | 61.3% | 66.3%-5.1pp | 73.1%-11.8pp | 60.3%+0.9pp |
| Annual return | 10.80% | 19.87%-9.1pp | 982.45%-971.6pp | 29.43%-18.6pp |
| Employer contribution / active EE | $1,038 | $2,491-58.3% | $2,574-59.7% | $2,241-53.7% |
| Participant deferral / active EE | $467 | $3,346-86.0% | $3,961-88.2% | $3,767-87.6% |
| Admin fee / account holder | $647 | $1,373-52.9% | $5,028-87.1% | $2,969-78.2% |