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 | $10,649 | $73,933-85.6% | $96,683-89.0% | $75,163-85.8% |
| Participation rate | 35.9% | 66.4%-30.5pp | 74.3%-38.4pp | 67.2%-31.3pp |
| Annual return | 0.18% | 26.70%-26.5pp | 35.69%-35.5pp | 160.62%-160.4pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,057 | $3,659-71.1% | $4,878-78.3% | $4,125-74.4% |
| Admin fee / account holder | $507 | $5,216-90.3% | $6,730-92.5% | $5,651-91.0% |