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 | $4,471 | $89,753-95.0% | $107,525-95.8% | $84,808-94.7% |
| Participation rate | 30.8% | 68.1%-37.3pp | 75.1%-44.3pp | 68.3%-37.5pp |
| Annual return | 10.52% | 29.48%-19.0pp | 181.32%-170.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $536 | $4,056-86.8% | $5,116-89.5% | $4,212-87.3% |
| Admin fee / account holder | $1,033 | $7,222-85.7% | $8,919-88.4% | $7,344-85.9% |