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 | $13,153 | $80,673-83.7% | $101,326-87.0% | $84,808-84.5% |
| Participation rate | 41.2% | 77.8%-36.6pp | 81.5%-40.3pp | 68.3%-27.1pp |
| Annual return | 5.77% | 38.95%-33.2pp | 36.82%-31.0pp | 40.90%-35.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,492 | $6,840-78.2% | $7,994-81.3% | $4,212-64.6% |
| Admin fee / account holder | $3,778 | $12,784-70.4% | $11,185-66.2% | $7,344-48.6% |