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 | $23,810 | $148,978-84.0% | $200,582-88.1% | $84,808-71.9% |
| Participation rate | 51.2% | 84.2%-33.1pp | 86.9%-35.7pp | 68.3%-17.1pp |
| Annual return | 8.04% | 28.16%-20.1pp | 42.33%-34.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,897 | $7,142-59.4% | $9,331-69.0% | $4,212-31.2% |
| Admin fee / account holder | $3,431 | $13,977-75.5% | $16,305-79.0% | $7,344-53.3% |