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 | $12,321 | $95,803-87.1% | $113,168-89.1% | $84,808-85.5% |
| Participation rate | 29.5% | 72.9%-43.4pp | 76.6%-47.1pp | 68.3%-38.8pp |
| Annual return | 6.89% | 25.00%-18.1pp | 24.27%-17.4pp | 40.90%-34.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $187 | $4,242-95.6% | $5,107-96.3% | $4,212-95.6% |
| Admin fee / account holder | $3,347 | $8,989-62.8% | $12,068-72.3% | $7,344-54.4% |