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 | $13,954 | $127,065-89.0% | $113,168-87.7% | $142,382-90.2% |
| Participation rate | 58.8% | 79.2%-20.4pp | 76.6%-17.7pp | 80.1%-21.3pp |
| Annual return | 3.78% | 24.03%-20.2pp | 24.27%-20.5pp | 217.08%-213.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,793 | $5,716-68.6% | $5,107-64.9% | $6,507-72.5% |
| Admin fee / account holder | $12,610 | $15,736-19.9% | $12,068+4.5% | $12,624-0.1% |