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 | $23,491 | $95,803-75.5% | $113,168-79.2% | $84,808-72.3% |
| Participation rate | 46.2% | 72.9%-26.7pp | 76.6%-30.4pp | 68.3%-22.2pp |
| Annual return | 11.89% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,043 | $2,360-55.8% | $2,975-65.0% | $2,631-60.4% |
| Participant deferral / active EE | $1,686 | $4,242-60.3% | $5,107-67.0% | $4,212-60.0% |
| Admin fee / account holder | $8,284 | $8,989-7.8% | $12,068-31.4% | $7,344+12.8% |