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 | $34,113 | $148,978-77.1% | $200,582-83.0% | $84,808-59.8% |
| Participation rate | 48.1% | 84.2%-36.1pp | 86.9%-38.8pp | 68.3%-20.2pp |
| Annual return | 11.06% | 28.16%-17.1pp | 42.33%-31.3pp | 40.90%-29.8pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $962 | $7,142-86.5% | $9,331-89.7% | $4,212-77.1% |
| Admin fee / account holder | $4,096 | $13,977-70.7% | $16,305-74.9% | $7,344-44.2% |