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 | $8,030 | $63,355-87.3% | $91,989-91.3% | $72,985-89.0% |
| Participation rate | 51.0% | 72.5%-21.5pp | 78.6%-27.6pp | 69.5%-18.5pp |
| Annual return | 9.31% | 35.35%-26.0pp | 69.02%-59.7pp | 81.00%-71.7pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $820 | $4,883-83.2% | $5,923-86.2% | $3,607-77.3% |
| Admin fee / account holder | $697 | $4,668-85.1% | $7,743-91.0% | $5,124-86.4% |