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 5-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 | $10,825 | $53,053-79.6% | $126,539-91.4% | $74,304-85.4% |
| Participation rate | 18.9% | 48.0%-29.2pp | 69.8%-51.0pp | 60.3%-41.5pp |
| Annual return | 12.37% | 29.46%-17.1pp | 425.95%-413.6pp | 29.43%-17.1pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $525 | $2,303-77.2% | $4,083-87.2% | $3,767-86.1% |
| Admin fee / account holder | $8,616 | $3,698+133.0% | $6,065+42.1% | $2,969+190.2% |