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 | $19,948 | $81,460-75.5% | $103,333-80.7% | $80,856-75.3% |
| Participation rate | 3.1% | 66.8%-63.7pp | 74.5%-71.4pp | 67.6%-64.5pp |
| Annual return | 6.60% | 25.55%-19.0pp | 24.88%-18.3pp | 35.59%-29.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $379 | $3,869-90.2% | $5,057-92.5% | $4,296-91.2% |
| Admin fee / account holder | $1,853 | $6,566-71.8% | $8,355-77.8% | $6,918-73.2% |