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 8-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 | $24,724 | $109,413-77.4% | $156,263-84.2% | $84,808-70.8% |
| Participation rate | 46.4% | 72.7%-26.3pp | 78.9%-32.5pp | 68.3%-21.9pp |
| Annual return | 11.30% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $885 | $2,907-69.5% | $4,333-79.6% | $2,631-66.3% |
| Participant deferral / active EE | $1,175 | $4,590-74.4% | $6,158-80.9% | $4,212-72.1% |
| Admin fee / account holder | $46,464 | $9,357+396.6% | $14,255+226.0% | $7,344+532.7% |