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 | $11,572 | $86,944-86.7% | $107,525-89.2% | $74,304-84.4% |
| Participation rate | 27.4% | 59.6%-32.2pp | 75.1%-47.7pp | 60.3%-33.0pp |
| Annual return | 12.85% | 23.52%-10.7pp | 181.32%-168.5pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $783 | $3,554-78.0% | $5,116-84.7% | $3,767-79.2% |
| Admin fee / account holder | $1,059 | $3,727-71.6% | $8,919-88.1% | $2,969-64.3% |