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 | $9,005 | $93,571-90.4% | $135,903-93.4% | $75,163-88.0% |
| Participation rate | 40.7% | 75.2%-34.5pp | 81.9%-41.2pp | 67.2%-26.5pp |
| Annual return | 14.15% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,385 | $3,537-60.8% | $4,856-71.5% | $2,670-48.1% |
| Participant deferral / active EE | $2,473 | $6,404-61.4% | $7,758-68.1% | $4,125-40.0% |
| Admin fee / account holder | $1,746 | $6,975-75.0% | $10,762-83.8% | $5,651-69.1% |