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 | $16,816 | $52,406-67.9% | $129,207-87.0% | $74,495-77.4% |
| Participation rate | 30.9% | 53.8%-22.9pp | 69.6%-38.7pp | 67.2%-36.3pp |
| Annual return | 11.25% | 15.66%-4.4pp | 9417.33%-9406.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $447 | $1,531-70.8% | $4,153-89.2% | $2,623-83.0% |
| Participant deferral / active EE | $590 | $2,794-78.9% | $4,168-85.8% | $4,346-86.4% |
| Admin fee / account holder | $1,203 | $2,633-54.3% | $7,715-84.4% | $1,942-38.1% |