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 | $10,364 | $81,460-87.3% | $103,333-90.0% | $80,856-87.2% |
| Participation rate | 20.0% | 66.8%-46.8pp | 74.5%-54.5pp | 67.6%-47.6pp |
| Annual return | -5.30% | 25.55%-30.8pp | 24.88%-30.2pp | 35.59%-40.9pp |
| Employer contribution / active EE | $1,005 | $3,105-67.6% | $3,868-74.0% | $2,755-63.5% |
| Participant deferral / active EE | $450 | $3,869-88.4% | $5,057-91.1% | $4,296-89.5% |
| Admin fee / account holder | $2,038 | $6,566-69.0% | $8,355-75.6% | $6,918-70.5% |