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 | $5,524 | $96,484-94.3% | $75,886-92.7% | $152,861-96.4% |
| Participation rate | 59.1% | 76.2%-17.1pp | 69.3%-10.2pp | 82.4%-23.4pp |
| Annual return | 3.41% | 33.98%-30.6pp | 30.76%-27.3pp | 345.32%-341.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $867 | $4,553-81.0% | $3,603-75.9% | $5,850-85.2% |
| Admin fee / account holder | $1,335 | $8,078-83.5% | $5,418-75.4% | $11,596-88.5% |