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 | $19,331 | $91,407-78.9% | $135,903-85.8% | $71,457-72.9% |
| Participation rate | 8.6% | 75.7%-67.1pp | 81.9%-73.3pp | 67.9%-59.3pp |
| Annual return | 15.93% | 29.90%-14.0pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $715 | $7,092-89.9% | $7,758-90.8% | $4,289-83.3% |
| Admin fee / account holder | $2,802 | $1,266+121.4% | $10,762-74.0% | $1,587+76.5% |