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 | $20,063 | $214,378-90.6% | $200,582-90.0% | $142,382-85.9% |
| Participation rate | 44.4% | 87.4%-43.0pp | 86.9%-42.4pp | 80.1%-35.7pp |
| Annual return | 8.15% | 46.41%-38.3pp | 42.33%-34.2pp | 217.08%-208.9pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,409 | $9,865-85.7% | $9,331-84.9% | $6,507-78.3% |
| Admin fee / account holder | $330 | $17,692-98.1% | $16,305-98.0% | $12,624-97.4% |