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 | $16,855 | $64,348-73.8% | $90,160-81.3% | $70,131-76.0% |
| Participation rate | 36.0% | 70.4%-34.4pp | 76.9%-40.9pp | 69.5%-33.5pp |
| Annual return | 11.49% | 28.13%-16.6pp | 34.88%-23.4pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,595 | $4,389-63.7% | $5,288-69.8% | $3,332-52.1% |
| Admin fee / account holder | $1,792 | $3,944-54.6% | $5,943-69.8% | $4,645-61.4% |