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 | $7,060 | $217,402-96.8% | $185,823-96.2% | $167,490-95.8% |
| Participation rate | 12.5% | 86.0%-73.5pp | 81.7%-69.2pp | 82.1%-69.6pp |
| Annual return | 4.70% | 148.36%-143.7pp | 122.05%-117.4pp | 478.56%-473.9pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,477 | $6,356-76.8% | $5,568-73.5% | $6,341-76.7% |
| Admin fee / account holder | $975 | $19,811-95.1% | $16,237-94.0% | $12,309-92.1% |