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 | $16,274 | $76,670-78.8% | $96,683-83.2% | $71,457-77.2% |
| Participation rate | 2.7% | 66.6%-63.9pp | 74.3%-71.7pp | 67.9%-65.2pp |
| Annual return | 10.71% | 48.29%-37.6pp | 35.69%-25.0pp | 28.85%-18.1pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,737-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $17 | $3,771-99.6% | $4,878-99.7% | $4,289-99.6% |
| Admin fee / account holder | $26,149 | $2,028+1189.3% | $6,730+288.6% | $1,587+1547.4% |