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 4-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 | $11,894 | $86,929-86.3% | $102,423-88.4% | $80,856-85.3% |
| Participation rate | 44.0% | 72.4%-28.4pp | 76.5%-32.5pp | 67.6%-23.6pp |
| Annual return | 9.31% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,824 | $2,369-23.0% | $3,023-39.7% | $2,755-33.8% |
| Participant deferral / active EE | $1,111 | $4,118-73.0% | $5,053-78.0% | $4,296-74.1% |
| Admin fee / account holder | $3,351 | $8,049-58.4% | $9,451-64.5% | $6,918-51.6% |