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 | $29,993 | $84,556-64.5% | $116,228-74.2% | $74,304-59.6% |
| Participation rate | 4.8% | 66.0%-61.2pp | 74.6%-69.7pp | 60.3%-55.5pp |
| Annual return | 12.92% | 18.35%-5.4pp | 90.06%-77.1pp | 29.43%-16.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,994-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $376 | $3,814-90.1% | $4,953-92.4% | $3,767-90.0% |
| Admin fee / account holder | $6,047 | $3,792+59.5% | $11,989-49.6% | $2,969+103.7% |