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 | $17,379 | $165,984-89.5% | $164,813-89.5% | $145,922-88.1% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 6.36% | 100.03%-93.7pp | 69.93%-63.6pp | 561.29%-554.9pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $182 | $6,959-97.4% | $6,031-97.0% | $6,688-97.3% |
| Admin fee / account holder | $36,122 | $16,648+117.0% | $12,690+184.7% | $13,397+169.6% |