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 | $11,901 | $89,355-86.7% | $141,162-91.6% | $72,985-83.7% |
| Participation rate | 34.0% | 75.1%-41.2pp | 82.5%-48.5pp | 69.5%-35.5pp |
| Annual return | 17.58% | 111.85%-94.3pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $745 | $5,418-86.2% | $6,709-88.9% | $3,607-79.3% |
| Admin fee / account holder | $984 | $5,958-83.5% | $10,261-90.4% | $5,124-80.8% |