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 | $11,686 | $91,190-87.2% | $178,490-93.5% | $79,858-85.4% |
| Participation rate | 60.7% | 69.2%-8.5pp | 81.9%-21.2pp | 69.6%-8.9pp |
| Annual return | 2.60% | 24.19%-21.6pp | 151.07%-148.5pp | 31.71%-29.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $767 | $3,236-76.3% | $5,202-85.3% | $3,740-79.5% |
| Admin fee / account holder | $8,635 | $6,751+27.9% | $13,984-38.3% | $5,306+62.7% |