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 | $11,808 | $58,927-80.0% | $76,817-84.6% | $72,985-83.8% |
| Participation rate | 11.5% | 67.3%-55.8pp | 72.1%-60.5pp | 69.5%-57.9pp |
| Annual return | 12.22% | 2305.64%-2293.4pp | 1166.11%-1153.9pp | 81.00%-68.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $91 | $2,690-96.6% | $3,336-97.3% | $3,607-97.5% |
| Admin fee / account holder | $791 | $4,013-80.3% | $6,420-87.7% | $5,124-84.6% |