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 5-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 | $4,215 | $81,248-94.8% | $155,509-97.3% | $80,856-94.8% |
| Participation rate | 10.9% | 66.2%-55.3pp | 78.2%-67.3pp | 67.6%-56.7pp |
| Annual return | 6.55% | 33.31%-26.8pp | 64.67%-58.1pp | 35.59%-29.0pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $530 | $3,452-84.6% | $5,626-90.6% | $4,296-87.7% |
| Admin fee / account holder | $10,659 | $7,997+33.3% | $15,912-33.0% | $6,918+54.1% |