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 | $4,838 | $80,673-94.0% | $101,326-95.2% | $84,808-94.3% |
| Participation rate | 12.9% | 77.8%-64.9pp | 81.5%-68.6pp | 68.3%-55.4pp |
| Annual return | 10.43% | 38.95%-28.5pp | 36.82%-26.4pp | 40.90%-30.5pp |
| Employer contribution / active EE | $77 | $2,698-97.1% | $3,665-97.9% | $2,631-97.1% |
| Participant deferral / active EE | $109 | $6,840-98.4% | $7,994-98.6% | $4,212-97.4% |
| Admin fee / account holder | $3,156 | $12,784-75.3% | $11,185-71.8% | $7,344-57.0% |