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 | $32,727 | $95,803-65.8% | $113,168-71.1% | $84,808-61.4% |
| Participation rate | 43.8% | 72.9%-29.0pp | 76.6%-32.7pp | 68.3%-24.5pp |
| Annual return | 11.32% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $732 | $2,360-69.0% | $2,975-75.4% | $2,631-72.2% |
| Participant deferral / active EE | $1,465 | $4,242-65.5% | $5,107-71.3% | $4,212-65.2% |
| Admin fee / account holder | $7,204 | $8,989-19.9% | $12,068-40.3% | $7,344-1.9% |