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 | $10,115 | $69,362-85.4% | $101,248-90.0% | $73,488-86.2% |
| Participation rate | 49.7% | 68.4%-18.7pp | 75.8%-26.2pp | 70.7%-21.0pp |
| Annual return | 9.12% | 18.46%-9.3pp | 46.47%-37.4pp | 28.51%-19.4pp |
| Employer contribution / active EE | $1,085 | $2,628-58.7% | $3,660-70.3% | $2,270-52.2% |
| Participant deferral / active EE | $395 | $3,300-88.0% | $4,370-91.0% | $3,740-89.5% |
| Admin fee / account holder | $1,247 | $704+77.3% | $5,945-79.0% | $513+143.1% |