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 3-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 | $12,118 | $74,927-83.8% | $101,794-88.1% | $84,808-85.7% |
| Participation rate | 25.0% | 61.4%-36.4pp | 69.2%-44.2pp | 68.3%-43.3pp |
| Annual return | 6.50% | 18.70%-12.2pp | 30.53%-24.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $395 | $1,522-74.0% | $2,289-82.7% | $2,631-85.0% |
| Participant deferral / active EE | $657 | $3,099-78.8% | $4,084-83.9% | $4,212-84.4% |
| Admin fee / account holder | $2,275 | $6,514-65.1% | $8,777-74.1% | $7,344-69.0% |