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 | $19,801 | $76,050-74.0% | $96,544-79.5% | $71,457-72.3% |
| Participation rate | 62.7% | 74.4%-11.7pp | 76.0%-13.2pp | 67.9%-5.2pp |
| Annual return | 11.93% | 22.81%-10.9pp | 25.84%-13.9pp | 28.85%-16.9pp |
| Employer contribution / active EE | $983 | $2,244-56.2% | $2,965-66.9% | $2,588-62.0% |
| Participant deferral / active EE | $968 | $4,215-77.0% | $4,851-80.0% | $4,289-77.4% |
| Admin fee / account holder | $980 | $2,707-63.8% | $8,252-88.1% | $1,587-38.3% |